401k Plan data: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN plan

MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 401k Plan overview

Plan Name	MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN
Plan identification number	001

MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MANAGEMENT OF TRANSPORTATION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MANAGEMENT OF TRANSPORTATION SERVICES, INC.

Employer identification number (EIN): 043013630

NAIC Classification: 485210
NAIC Description: Interurban and Rural Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 KIMBERLY BELLI 2015-07-22
001 2013-01-01 KIMBERLY BELLI 2014-05-21
001 2012-01-01 KIMBERLY BELLI 2013-05-01
001 2011-01-01 KIMBERLY A. BELLI 2012-04-13
001 2010-01-01 KIMBERLY A. BELLI 2011-07-25 KIMBERLY A. BELLI 2011-07-25

Plan Statistics for MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN

401k plan membership statisitcs for MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN

Measure Date Value
2022: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,364,106
Acturial value of plan assets 2022-12-31 3,364,106
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,184,748
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 417,221
Active participant vested funding target 2022-12-31 940,336
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 940,336
Total participant count 2022-12-31 24
Total funding target for all participants 2022-12-31 2,542,305
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 414,835
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 414,835
Present value of excess contributions 2022-12-31 245,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 259,593
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 259,593
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 726,697
Total employer contributions 2022-12-31 240,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 233,912
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 51,471
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 233,912
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,156,573
Acturial value of plan assets 2021-12-31 3,156,573
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,288,984
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 380,262
Active participant vested funding target 2021-12-31 948,261
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 948,261
Total participant count 2021-12-31 27
Total funding target for all participants 2021-12-31 2,617,507
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 178,128
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 178,128
Present value of excess contributions 2021-12-31 203,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 214,263
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 214,263
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 414,835
Total employer contributions 2021-12-31 252,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 245,710
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 45,491
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 245,710
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,641,058
Acturial value of plan assets 2020-12-31 2,641,058
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,046,464
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 368,481
Active participant vested funding target 2020-12-31 1,047,985
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,047,985
Total participant count 2020-12-31 27
Total funding target for all participants 2020-12-31 2,462,930
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 94,825
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 94,825
Present value of excess contributions 2020-12-31 249,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 263,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 263,919
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 196,622
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 178,128
Total employer contributions 2020-12-31 276,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 268,746
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 65,634
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 65,634
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 65,634
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 268,746
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,997,714
Acturial value of plan assets 2019-12-31 1,997,714
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,110,636
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 354,480
Active participant vested funding target 2019-12-31 913,495
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 913,495
Total participant count 2019-12-31 30
Total funding target for all participants 2019-12-31 2,378,611
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 180,912
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 180,912
Present value of excess contributions 2019-12-31 168,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 177,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 177,859
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 255,225
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 94,826
Total employer contributions 2019-12-31 390,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 379,065
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 61,767
Net shortfall amortization installment of oustanding balance 2019-12-31 475,722
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 129,260
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 129,260
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 379,065
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,444,403
Acturial value of plan assets 2018-12-31 2,444,403
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,053,564
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 452,151
Active participant vested funding target 2018-12-31 1,126,525
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,126,525
Total participant count 2018-12-31 32
Total funding target for all participants 2018-12-31 2,632,240
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 36,208
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 36,208
Present value of excess contributions 2018-12-31 131,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 139,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 139,736
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 180,912
Total employer contributions 2018-12-31 360,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 349,794
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 79,421
Net shortfall amortization installment of oustanding balance 2018-12-31 368,749
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 181,702
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 181,702
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 349,794
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,154,080
Acturial value of plan assets 2017-12-31 2,154,080
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,165,953
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 395,457
Active participant vested funding target 2017-12-31 1,085,929
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 1,085,929
Total participant count 2017-12-31 36
Total funding target for all participants 2017-12-31 2,647,339
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 61,743
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 61,743
Present value of excess contributions 2017-12-31 31,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 33,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 33,675
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 62,661
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 36,208
Total employer contributions 2017-12-31 360,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 349,573
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 85,681
Net shortfall amortization installment of oustanding balance 2017-12-31 529,467
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 217,722
Additional cash requirement 2017-12-31 217,722
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 349,573
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,988,635
Acturial value of plan assets 2016-12-31 1,988,635
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,364,723
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 223,031
Active participant vested funding target 2016-12-31 1,161,989
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 1,161,989
Total participant count 2016-12-31 37
Total funding target for all participants 2016-12-31 2,749,743
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 103,408
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 39,226
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 64,182
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 61,743
Total employer contributions 2016-12-31 320,719
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 311,003
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 98,064
Net shortfall amortization installment of oustanding balance 2016-12-31 822,851
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 279,240
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 279,240
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 311,003
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,364,106
Acturial value of plan assets	2022-12-31	3,364,106
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,184,748
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	417,221
Active participant vested funding target	2022-12-31	940,336
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	940,336
Total participant count	2022-12-31	24
Total funding target for all participants	2022-12-31	2,542,305
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	414,835
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	414,835
Present value of excess contributions	2022-12-31	245,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	259,593
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	259,593
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	726,697
Total employer contributions	2022-12-31	240,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	233,912
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	51,471
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	233,912
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,156,573
Acturial value of plan assets	2021-12-31	3,156,573
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,288,984
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	380,262
Active participant vested funding target	2021-12-31	948,261
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	948,261
Total participant count	2021-12-31	27
Total funding target for all participants	2021-12-31	2,617,507
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	178,128
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	178,128
Present value of excess contributions	2021-12-31	203,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	214,263
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	214,263
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	414,835
Total employer contributions	2021-12-31	252,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	245,710
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	45,491
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	245,710
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,641,058
Acturial value of plan assets	2020-12-31	2,641,058
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,046,464
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	368,481
Active participant vested funding target	2020-12-31	1,047,985
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,047,985
Total participant count	2020-12-31	27
Total funding target for all participants	2020-12-31	2,462,930
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	94,825
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	94,825
Present value of excess contributions	2020-12-31	249,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	263,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	263,919
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	196,622
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	178,128
Total employer contributions	2020-12-31	276,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	268,746
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	65,634
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	65,634
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	65,634
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	268,746
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,997,714
Acturial value of plan assets	2019-12-31	1,997,714
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,110,636
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	354,480
Active participant vested funding target	2019-12-31	913,495
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	913,495
Total participant count	2019-12-31	30
Total funding target for all participants	2019-12-31	2,378,611
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	180,912
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	180,912
Present value of excess contributions	2019-12-31	168,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	177,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	177,859
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	255,225
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	94,826
Total employer contributions	2019-12-31	390,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	379,065
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	61,767
Net shortfall amortization installment of oustanding balance	2019-12-31	475,722
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	129,260
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	129,260
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	379,065
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,444,403
Acturial value of plan assets	2018-12-31	2,444,403
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,053,564
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	452,151
Active participant vested funding target	2018-12-31	1,126,525
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,126,525
Total participant count	2018-12-31	32
Total funding target for all participants	2018-12-31	2,632,240
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	36,208
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	36,208
Present value of excess contributions	2018-12-31	131,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	139,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	139,736
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	180,912
Total employer contributions	2018-12-31	360,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	349,794
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	79,421
Net shortfall amortization installment of oustanding balance	2018-12-31	368,749
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	181,702
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	181,702
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	349,794
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,154,080
Acturial value of plan assets	2017-12-31	2,154,080
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,165,953
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	395,457
Active participant vested funding target	2017-12-31	1,085,929
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	1,085,929
Total participant count	2017-12-31	36
Total funding target for all participants	2017-12-31	2,647,339
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	61,743
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	61,743
Present value of excess contributions	2017-12-31	31,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	33,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	33,675
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	62,661
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	36,208
Total employer contributions	2017-12-31	360,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	349,573
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	85,681
Net shortfall amortization installment of oustanding balance	2017-12-31	529,467
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	217,722
Additional cash requirement	2017-12-31	217,722
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	349,573
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MANAGEMENT OF TRANSPORTATION, INC. UNION/MART PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,988,635
Acturial value of plan assets	2016-12-31	1,988,635
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,364,723
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	223,031
Active participant vested funding target	2016-12-31	1,161,989
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	1,161,989
Total participant count	2016-12-31	37
Total funding target for all participants	2016-12-31	2,749,743
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	103,408
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	39,226
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	64,182
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	61,743
Total employer contributions	2016-12-31	320,719
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	311,003
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	98,064
Net shortfall amortization installment of oustanding balance	2016-12-31	822,851
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	279,240
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	279,240
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	311,003
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MANAGEMENT OF TRANSPORTATION SERVICES, INC.
Employer identification number (EIN):	043013630
NAIC Classification:	485210
NAIC Description:	Interurban and Rural Bus Transportation

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	KIMBERLY BELLI	2015-07-22
001	2013-01-01	KIMBERLY BELLI	2014-05-21
001	2012-01-01	KIMBERLY BELLI	2013-05-01
001	2011-01-01	KIMBERLY A. BELLI	2012-04-13
001	2010-01-01	KIMBERLY A. BELLI	2011-07-25	KIMBERLY A. BELLI	2011-07-25