2023 Form 5500 filing — Electrical Workers' Joint Board Of Trustees - Vacation Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717113008NAL0004298929002) for Electrical Workers' Joint Board Of Trustees - Vacation Fund, reported by Board Of Trustees Electrical Workers' Joint Board Of under EIN 38-1415532 and plan number 501. It reports 921 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717113008NAL0004298929002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Electrical Workers' Joint Board Of
- EIN
- 38-1415532
- Plan number
- 501
- Location
- Madison Heights, MI
- Participants
- 921
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,585,496
- Total liabilities (EOY)
- $1,319,564
- Net assets (EOY)
- $265,932
- Participant contributions
- $5,328,851
- Total income / additions
- $5,516,039
- Benefits paid
- $5,321,652
- Administrative expenses
- $105,990
- Total expenses
- $5,427,642
- Net increase / (decrease)
- $88,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcclain Smith & Wenz Pc | AUDITOR OF PARENT ORGANIZ | $13,512 | not reported in the loaded dataset |
| Benesys Inc | NONE | $6,767 | not reported in the loaded dataset |