Back to filter
Original filing (PDF)20260114140010NAL0020801888001
ACADEMY BUS, L.L.C.
Form 5500
FILING_RECEIVED
ACADEMY HEALTH PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
803
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ACADEMY BUS, L.L.C..
Plan sponsor
Name
ACADEMY BUS, L.L.C.
EIN
22-3765142
Address
111 PATERSON AVENUE · HOBOKEN, NJ · 07030
Phone
(201) 420-7000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-14
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORIZON HEALTHCARE SERVICES INC | 22-0999690 | NEWARK, NJ | CONTRACT ADMINISTRATOR | $337K | — |
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.
Related plans
Other plans using HORIZON HEALTHCARE SERVICES INC
PFIZER INC
PFIZER RETIREE MEDICAL PLAN
$745.3M
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENE
LOCAL 464A-UNITED FOOD & COMMERCIAL WORKERS UNION WELFARE SERVICE BENEFIT FUND
$410.2M · 12,801 participants
OPERATING ENGINEERS LOCAL NO. 825 WELFARE FUND
OPERATING ENGINEERS LOCAL 825 WELFARE FUND
$320.9M · 5,721 participants
BOARD OF TRUSTEES OF TEAMSTERS HEALTH & WELFARE FUND OF PHILA & VICIN
TEAMSTERS HEALTH & WELFARE FUND OF PHILADELPHIA &
$165.9M · 8,899 participants
JOINT BOT USW LOCAL 10-00086 MERCK EMPLOYEES HEALTH AND WELFARE PLAN
USW LOCAL 10-00086 MERCK EMPLOYEES HEALTH AND WELFARE PLAN
$86.9M · 1,964 participants
NOVARTIS CORPORATION
NOVARTIS CORPORATION POST EMPLOYMENT WELFARE BENEFITS PLAN
$83.0M
Similar-size Transportation & Warehousing plans
G. DICOSTANZO, INC.
FLAGSHIP TRAILWAYS 401(K) PLAN
$0
LOCAL MOTION, INC.
LOCAL MOTION, INC. 401(K) PLAN
$0
TOTAL CARE TRANSPORTS LLC
TOTAL CARE TRANSPORTS LLC
$0 · 2 participants
TOWER TOURS LLC
TOWER TOURS LLC 401(K) PROFIT SHARING PLAN & TRUST
$0 · 11 participants
SOUTHWEST TRANSPORTATION SERVICES, LLC
SOUTHWEST TRANSPORTATION SERVICES 401(K) PLAN
$0
KOTTKES' BUS SERVICE, INC.
KOTTKES' BUS SERVICE, INC. RETIREMENT SAVINGS PLAN
$0
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
