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Original filing (PDF)20240620072934NAL0001128881001
HUDSON TRANSIT LINES, INC.
Form 5500
FILING_RECEIVED
HUDSON TRANSIT LINES UNION EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 2
Late filing · 4.1 mo~322 bps in Sched C fees
Active participants
18
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
84
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- 322 bps in Schedule C fees — 519% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDSON TRANSIT LINES, INC..
Plan sponsor
Name
HUDSON TRANSIT LINES, INC.
EIN
22-1003545
Address
66 TETZ ROAD · CHESTER, NY · 10918
Phone
(845) 610-2600
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-04-01
Tax period
2023-03-31
Filed
2024-06-20
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | NONE | $24K | — |
| PRIME PENSIONS, INC. | 46-1224594 | — | NONE | $20K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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