Plan Snapshot
- Plan Sponsor: Greyhound Lines, INC.
- Sponsor EIN: 860572343
- Sponsor Address: P.O. BOX 660362, DALLAS, TX, 752660362
- Plan Type: Health & Welfare
- Plan Number: 529
- Total Participants: 1,265
- Total Assets: $9.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,265 | $9.0M | $7.0M | $3.2M |
| 2023 | 1,282 | $8.3M | $7.3M | $3.3M |
| 2022 | 1,334 | $6.6M | $8.2M | $3.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CIGNA | Other Service Provider | $389,789 | — | $389,789 |
| SEGAL COMPANY | Other Service Provider | $125,635 | — | $125,635 |
| EMPLOYEE A | Recordkeeper | $84,065 | — | $84,065 |
| CLIFTONLARSONALLEN LLP | Auditor | $37,441 | — | $37,441 |
| BLAKE & UHLIG | Other Service Provider | $11,768 | — | $11,768 |
| TAYLOR COMMUNICATIONS, INC. | Other Service Provider | $7,236 | — | $7,236 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE A — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $655,934
- Estimated Expense Ratio: 7.306% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $423,453 | — | $62,677 | $37,441 | — |
| 2023 | $351,128 | — | $42,588 | $36,228 | — |
| 2022 | $343,373 | — | $300,536 | — | $42,837 |