# Twu-Westchester Private Bus Lines Pension Trust DB Plan
Source: https://planprovider.pro/companies/twu-westchester-private-bus-lines-pension-trust-plan

> Twu-Westchester Private Bus Lines Pension Trust's DB plan: 765 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Twu-Westchester Private Bus Lines Pension Trust

- **Sponsor EIN:** 136580055

- **Sponsor Address:** 333 WESTCHESTER AVENUE, WHITE PLAINS, NY, 106042910

- **Plan Type:** DB

- **Total Participants:** 765

- **Total Assets:** $209.4M

## 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|765|$209.4M|$11.1M|$2.1M|

| 2023|750|$197.7M|$10.9M|$2.0M|

| 2022|743|$192.7M|$10.5M|$1.8M|

## 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|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$253,974|—|$253,974|

| AMERICAN REALTY ADVISORS|NONE|$196,515|—|$196,515|

| HAMILTON LANE ADVISORS LLC|NONE|—|$124,800|$124,800|

| MILLIMAN, INC.|NONE|$113,068|—|$113,068|

| COOKE & BIELER, L.P.|NONE|$105,350|—|$105,350|

| FIRST EAGLE INVESTMENT MANAGEMENT|NONE|$92,681|—|$92,681|

| CHARTWELL INVESTMENT PARTNERS|NONE|$90,123|—|$90,123|

| INVESTMENT PERFORMANCE SERVICES, LL|NONE|$85,000|—|$85,000|

| FABIAN & BYRN LLC|NONE|$82,443|—|$82,443|

| HARDMAN JOHNSTON GLOBAL ADV|NONE|$70,132|—|$70,132|

| WEDGE CAPITAL MANAGEMENT, LLP|NONE|$56,720|—|$56,720|

| AMALGAMATED BANK|NONE|$38,188|$2,188|$40,376|

| COLLERAN, O'HARA & MILLS LLP|NONE|$36,572|—|$36,572|

| EPSTEIN BECKER & GREEN PC|NONE|$33,352|—|$33,352|

| FRED ALGER MANAGEMENT INC.|NONE|$22,766|—|$22,766|

| NOVAK FRANCELLA, LLC|Auditor|$15,750|—|$15,750|

| ALAN ROSS & COMPANY|NONE|$15,750|—|$15,750|

| NORTHERN TRUST CORPORATION|NONE|$5,743|—|$5,743|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [EPSTEIN BECKER & GREEN PC](https://planprovider.pro/provider/epstein-becker-and-green-pc) — NONE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,441,115

- **Estimated Expense Ratio:** 0.688% 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|$1,735,205|$1,271,599|$82,443|$15,750|—|

| 2023|$1,729,450|$1,311,840|$58,080|$15,750|—|

| 2022|$1,407,241|$929,921|$62,513|—|$274,528|

## Similar Plans

- [Transport Workers Union Local 10](https://planprovider.pro/companies/transport-workers-union-local-10-plan) — 964 participants

- [Consolidated Bus Transit, INC.](https://planprovider.pro/companies/consolidated-bus-transit-inc-plan) — 1,230 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/twu-westchester-private-bus-lines-pension-trust-plan)

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