Original filing (PDF)20250930101345NAL0005433155001

H N S MANAGEMENT COMPANY INC

Name: H N S MANAGEMENT COMPANY INC — PENSION PLAN FOR EMPLOYEES OF HNS MANAGEMENT CO INC REPRESENTED BY ATU, Form 5500 (2024)
Creator: H N S MANAGEMENT COMPANY INC

Form 5500

FILING_RECEIVED

PENSION PLAN FOR EMPLOYEES OF HNS MANAGEMENT CO INC REPRESENTED BY ATU

Defined-benefit pension plan

Signals · 3

32% in single holdingNo recordkeeper disclosed11 service providers

Active participants

1,074

Accounts w/ balance

—

Plan assets (EOY)

$313.6M

Net assets (EOY)

$313.4M

How this plan invests

This plan

4 pooled trusts

Schedule D

223 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H N S MANAGEMENT COMPANY INC.

Plan sponsor

Name

H N S MANAGEMENT COMPANY INC

DBA

CT TRANSIT

EIN

06-1002064

Address

100 LEIBERT ROAD · HARTFORD, CT · 061201617

Phone

(860) 522-8101

Industry

Transportation & Warehousingsee all

Plan administrator

Name

ISAAC KAMCHAJI

EIN

06-1002064

City

HARTFORD, CT

Phone

(860) 522-8101

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

CARON & BLETZER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF AMERICA	94-1687665	—	CUSTODIAN	$132K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASB CAPITAL MGMT

Investments

223 direct securities · 4 pooled funds· $308.8M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$122.9M

3 holdings

Other securities

$94.7M

23 holdings

103-12 Investment Entity

$29.6M

1 holding

U.S. Treasuries

$26.3M

55 holdings

Agency / Mortgage-Backed

$16.3M

34 holdings

Common Stock

$9.0M

21 holdings

Bonds / Notes

$6.4M

56 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$24.1M Janus Henderson$11.0M JPMorgan$759K Morgan Stanley$551K Goldman Sachs$250K Wells Fargo / Allspring$231K State Street / SPDR$154K MetLife$86K

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					% of plan
AFL-CIO EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010	Common Collective Trust	—	$28.0M	$100.6M	32.1%
RHUMBLINE S&P MID-CAP 400 POOLED RHUMBLINE ADVISORS CORP C/O STATE STREET BANK AND TRUST COMPANY · EIN 04-3345692 / PN 001	103-12 Investment Entity	—	$12.0M	$29.6M	9.4%
Vanguard Small Cap Index Fund Cl Instl 209,437 shares	Other securities	—	$21.9M	$24.1M	7.7%
Hudson Edge Trinity Street International Fund N/A	Other securities	—	$7.0M	$12.8M	4.1%
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	—	$10.0M	$11.3M	3.6%
Federated Hermes Govt Obligations Fd Cl Prem 11,091,557 shares	Other securities	—	$11.1M	$11.1M	3.5%
JANUS HENDERSON INTERNATIONAL ALPHA GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001	Common Collective Trust	—	$11.3M	$11.0M	3.5%
FIA Timber Growth & Value L.P. Fund N/A	Other securities	—	$9.1M	$9.1M	2.9%
US Real Estate Investment Fund 6,908 shares	Other securities	—	$6.4M	$8.0M	2.6%
Mesirow Financial Private Equity VI L.P. Fund N/A 1	Other securities	—	—	$7.9M	2.5%
Sentinel Real Estate L.P. Fund 75 shares	Other securities	—	$8.0M	$7.7M	2.5%
Fimm Gov Portfolio Instl 6,664,147 shares	Other securities	—	$6.7M	$6.7M	2.1%
Ironsides Co-Investment VI, L.P. Fund N/A	Common Stock	—	$3.3M	$4.2M	1.3%
U.S. Treasury Note 1.875%, FEB 15 2032, 4,615,000 par value	U.S. Treasuries	—	$4.0M	$3.9M	1.2%
Ironsides Opportunities II, L.P. Delaware Fund N/A	Other securities	—	$2.5M	$2.7M	0.9%
Ironsides Partnership VI, L.P. Fund N/A	Other securities	—	$2.2M	$2.7M	0.8%
U.S. Treasury Note 3.500%, FEB 15 2033, 2,625,000 par value	U.S. Treasuries	—	$2.5M	$2.4M	0.8%
U.S. Treasury Note 1.125%, FEB 15 2031, 2,610,000 par value	U.S. Treasuries	—	$2.3M	$2.2M	0.7%
U.S. Treasury Note 1.250%, AUG 15 2031, 2,420,000 par value	U.S. Treasuries	—	$2.0M	$2.0M	0.6%
U.S. Treasury Note 4.000%, FEB 15 2034, 1,965,000 par value	U.S. Treasuries	—	$2.0M	$1.9M	0.6%
Ironsides Co-Investment III, L.P. Fund N/A	Common Stock	—	$2.0M	$1.9M	0.6%
U.S. Treasury Bond 3.750%, AUG 15 2041, 2,005,000 par value	U.S. Treasuries	—	$2.0M	$1.8M	0.6%
U.S. Treasury Bond 2.500%, FEB 15 2045, 2,090,000 par value	U.S. Treasuries	—	$1.6M	$1.5M	0.5%
Fnma Pfs6890 01 50%2052 50.000%, 2052, 1,634,183 par value	Agency / Mortgage-Backed	—	$1.2M	$1.2M	0.4%
Fhlmc Sd 4550 02 50%2053 50.000%, 2053, 1,128,060 par value	Agency / Mortgage-Backed	—	$935K	$919K	0.3%
Ironsides Private Equity VI (50/50), L.P. Fund N/A	Other securities	—	$526K	$869K	0.3%
Fnma Pfm6965 02 50%2051 50.000%, 2051, 1,017,913 par value	Agency / Mortgage-Backed	—	$848K	$833K	0.3%
Fnma Pma4623 02 50%2052 50.000%, 2052, 1,006,675 par value	Agency / Mortgage-Backed	—	$840K	$822K	0.3%
Fnma Pbv5578 03%2052 3.000%, 2052, 962,454 par value	Agency / Mortgage-Backed	—	$820K	$819K	0.3%
U.S. Treasury Note 3.875%, AUG 15 2034, 861,000 par value	U.S. Treasuries	—	$852K	$814K	0.3%
Fnma Pma4783 04%2052 4.000%, 2052, 884,759 par value	Agency / Mortgage-Backed	—	$839K	$810K	0.3%
Fnma Pfs1507 03%2052 3.000%, 2052, 952,582 par value	Agency / Mortgage-Backed	—	$816K	$808K	0.3%
Fnma Pbr0999 02 50%2051 50.000%, 2051, 984,256 par value	Agency / Mortgage-Backed	—	$814K	$802K	0.3%
Fnma Pfs2994 02 50%2042 50.000%, 2042, 923,385 par value	Agency / Mortgage-Backed	—	$808K	$787K	0.3%
Fhlmc Sc 0317 02%2042 2.000%, 2042, 950,182 par value	Agency / Mortgage-Backed	—	$803K	$785K	0.3%
Fnma Pma4803 03 50%2052 50.000%, 2052, 880,201 par value	Agency / Mortgage-Backed	—	$787K	$779K	0.2%
U.S. Treasury Bond 2.500%, MAY 15 2046, 1,120,000 par value	U.S. Treasuries	—	$1.2M	$763K	0.2%
Florida Power & Light Co 5.000%, AUG 01 2034, 755,000 par value	Bonds / Notes	—	$755K	$750K	0.2%
Fhlmc Sd 1658 02 50%2052 50.000%, 2052, 896,445 par value	Agency / Mortgage-Backed	—	$753K	$736K	0.2%
Fnma Pma4782 03 50%2052 50.000%, 2052, 778,875 par value	Agency / Mortgage-Backed	—	$689K	$689K	0.2%
Citigroup Inc VAR, MAR 31 2031, 700,000 par value	Common Stock	—	$829K	$673K	0.2%
Fhlmc Sd 8194 02 50%2052 50.000%, 2052, 815,550 par value	Agency / Mortgage-Backed	—	$687K	$667K	0.2%
Ibm Corp 3.500%, MAY 15 2029, 685,000 par value	Bonds / Notes	—	$713K	$649K	0.2%
Fhlmc Sd 1393 03 50%2052 50.000%, 2052, 712,312 par value	Agency / Mortgage-Backed	—	$620K	$630K	0.2%
U.S. Treasury Note 3.500%, JAN 31 2030, 582,000 par value	U.S. Treasuries	—	$578K	$558K	0.2%
Fhlmc Sd 8265 04%2052 4.000%, 2052, 599,636 par value	Agency / Mortgage-Backed	—	$538K	$549K	0.2%
Fhlmc Sd 8219 02 50%2052 50.000%, 2052, 664,522 par value	Agency / Mortgage-Backed	—	$562K	$542K	0.2%
Ford Credit Aut Abs 2024 5.060%, MAY 15 27, 525,000 par value	Structured Credit (CLO/ABS)	—	$527K	$528K	0.2%
Resolution Funding Corp ZERO, APR 15 2030, 665,000 par value	Common Stock	—	$496K	$521K	0.2%
Comcast Corp 3.400%, APR 01 2030, 500,000 par value	Bonds / Notes	—	$522K	$464K	0.1%

1–50 of 227

1 / 5

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI CONSULTING GROUP	06-1053228	—	NONE	$143K	—
HGK TRINITY STREET INTL FUND	27-4114943	—	NONE	$122K	—
GARCIA HAMILTON & ASSOCIATES	76-0589652	—	NONE	$85K	—
HNS MGMT CO INC	06-1002064	—	ADMINISTRATOR	$74K	—
DAHAB ASSOCIATES, INC.	11-2783874	—	NONE	$68K	—
COLUMBIA MANAGEMENT	04-3480839	—	NONE	$43K	—
CARON & BLETZER	04-3499945	—	NONE	$20K	—
RHUMBLINE	04-3118582	—	NONE	$13K	—
CHUBB	13-1963496	—	NONE	$7K	—