2023 Form 5500 filing — Ibew 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 20240809150736NAL0006433361001) for Ibew Vacation Fund, reported by Board Of Trustees Of Ibew Vacation Fund under EIN 43-0647886 and plan number 501. It reports 4,194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809150736NAL0006433361001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Vacation Fund
- EIN
- 43-0647886
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 4,194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,579,044
- Total liabilities (EOY)
- $27,447,139
- Net assets (EOY)
- $131,905
- Employer contributions
- $26,637,724
- Total income / additions
- $27,829,073
- Benefits paid
- $27,063,740
- Administrative expenses
- $282,461
- Total expenses
- $27,346,201
- Net increase / (decrease)
- $482,872
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $97,904 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $37,299 | not reported in the loaded dataset |
| Commerce Bank | NONE | $36,841 | not reported in the loaded dataset |