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Original filing (PDF)20260320122549NAL0011645698001
ROAD SCHOLAR TRANSPORT, INC.
Form 5500
FILING_RECEIVED
ROAD SCHOLAR TRANSPORT GROUP HEALTH INSURANCE PLAN (502)
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 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 ROAD SCHOLAR TRANSPORT, INC..
Plan sponsor
Name
ROAD SCHOLAR TRANSPORT, INC.
EIN
23-2526475
Address
130 MONAHAN AVENUE · DUNMORE, PA · 18512
Phone
(570) 558-2369
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-20
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $38K | — |
| C3 GROUP, LLC | 90-0541653 | — | BROKER | $19K | — |
| ANDUS LLC DBA ANDUS HEALTH BENEFITS | — | CONSHOHOCKEN, PA | BROKER | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHNOW | — | BLUE BELL, PA | ADMIN | $27K | — |
| SUN LIFE ASSURANCE COMPANY OF CANAD | 38-1082080 | — | ADMIN | $16K | — |
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.