2023 Form 5500 filing — I.B.E.W. Local 25 Vacation And Holiday Trust 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 20240731141430NAL0021649729001) for I.B.E.W. Local 25 Vacation And Holiday Trust Fund, reported by Board Of Trustees Of Ibew Local 25 Vacation And Holiday Trust Fund under EIN 11-1730718 and plan number 502. It reports 2,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731141430NAL0021649729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 25 Vacation And Holiday Trust Fund
- EIN
- 11-1730718
- Plan number
- 502
- Location
- Hauppauge, NY
- Participants
- 2,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,538,350
- Total liabilities (EOY)
- $68,153
- Net assets (EOY)
- $3,470,197
- Employer contributions
- $9,950,542
- Total income / additions
- $10,235,958
- Benefits paid
- $9,916,706
- Administrative expenses
- $172,956
- Total expenses
- $10,089,662
- Net increase / (decrease)
- $146,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schultheis & Panettieri, Llp | NONE | $22,000 | not reported in the loaded dataset |
| Archer, Byington, Glennon & Levine | NONE | $11,000 | not reported in the loaded dataset |
| M&T Bank Inst'L Ret Svcs | NONE | $10,585 | $0 |