Original filing (PDF)20250811114609NAL0003937267001

HOUSATONIC AREA REGIONAL TRANSIT

Name: HOUSATONIC AREA REGIONAL TRANSIT — HART UNION PENSION PLAN, Form 5500 (2024)
Creator: HOUSATONIC AREA REGIONAL TRANSIT

Form 5500-SF

FILING_RECEIVED

HART UNION PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSATONIC AREA REGIONAL TRANSIT.

Plan sponsor

Name

HOUSATONIC AREA REGIONAL TRANSIT

EIN

06-1017253

Address

62 FEDERAL ROAD · DANBURY, CT · 06810

Phone

(203) 744-4070

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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