· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BERKSHIRE TRANSIT MANAGEMENT, INC. — BERKSHIRE TRANSIT MANAGEMENT, INC. OPERATIONS MANAGEMENT AND CLERICAL EMPLOYEES' PENSION PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241031111604NAL0001094451001
BERKSHIRE TRANSIT MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
BERKSHIRE TRANSIT MANAGEMENT, INC. OPERATIONS MANAGEMENT AND CLERICAL EMPLOYEES' PENSION PLAN AND TRUST
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKSHIRE TRANSIT MANAGEMENT, INC.
.
Find decision makers
Plan sponsor
Name
BERKSHIRE TRANSIT MANAGEMENT, INC.
EIN
20-0405764
Address
67 DOWNING PARKWAY · PITTSFIELD, MA · 01201
Phone
(413) 499-2782
Industry
Transportation & Warehousing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-10-31
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
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
Related plans
Similar-size Transportation & Warehousing plans
MORNING STAR EXPRESS TRANSPORTATION LLC (NEW)
MORNING STAR EXPRESS TRANSPORTATION LLC (NEW) 401(K) PLAN
$0
SUTRAN, INC.
SIOUX AREA METRO 401(K) PLAN
$0
DURHAM CITY TRANSIT COMPANY
DURHAM CITY TRANSIT COMPANY UNION 401(K) PLAN
$0
MIDWEST PARATRANSIT SERVICES, INC.
MIDWEST PARATRANSIT SERVICES 401(K) PLAN
$0
VALLEY TRANSIT
VALLEY TRANSIT MEDOVA LIFESTYLE HEALTH PLAN
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SEMICAB INC
SEMICAB INC 401(K) PLAN
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
