Katherine Santaniello signed Liberty Lines Transit, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Liberty Lines Transit, Inc.'s EIN is 13-3096342.
Download the official 2023 Form 5500 (PDF) for Liberty Lines Transit, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Liberty Lines Transit, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS - CONNECTICUT | 42-1466678 | WACO, TX | BROKER | $31K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.9M | 75.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.2M | 21.0% | |
| PRINCIPAL/DODGE & COX INTERMEDIATE LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $1.7M | 16.7% | |
| ALLSPRING CORE BOND CIT N LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $1.7M | 16.7% | |
| PRINCIPAL/FEDERATED TOTAL RETURN BO LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $1.7M | 16.7% | |
| PRINCIPAL/BLACKROCK S&P 500 INDEX LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $656K | 6.3% | |
| PRINCIPAL/BLACKROCK S&P MIDCAP INDE LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $440K | 4.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $309K | 3.0% | |
| PRINCIPAL/BLACKROCK INT'L EQUITY IN LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $253K | 2.4% | |
| PRINCIPAL/MULTI-MANAGER SMALL CAP LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $253K | 2.4% | |
| PRINCIPAL/ALLIANCE BERNSTEIN LG CAP LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $251K | 2.4% | |
| PRINCIPAL/ T ROWE PRICE INST LOG MG LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $249K | 2.4% | |
| PRINCIPAL/MFS VALUE CIT N LIBERTY LINES TRANSIT, INC · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $203K | 1.9% | |
| PRINCIPAL/T ROWE PRICE INST. EQUITY LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $203K | 1.9% | |
| PRINCIPAL/CAUSEWAY INT'L VALUE CIT LIBERTY LINES TRANSIT, INC. · EIN 13-3096342 / PN 001 | Common Collective Trust | — | — | $188K | 1.8% |
