2023 Form 5500 filing — U.A. Local Union No. 125 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 20240814140610NAL0011753665001) for U.A. Local Union No. 125 Vacation Fund, reported by Joint Board Of Trustees U.A. Local Union No. 125 Vacation Fund under EIN 42-1360694 and plan number 502. It reports 1,180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1.2K1,180
Provider compensation$12.4K1 Schedule C row(s)$12,418
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814140610NAL0011753665001
Plan sponsor
Joint Board Of Trustees U.A. Local Union No. 125 Vacation Fund
EIN
42-1360694
Plan number
502
Location
Cedar Rapids, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$2.8K
Total expenses$13.7K
Benefits paid / distributions$1.3K
Contributions
EmployerNot reported
Participant$1.8K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Participant contributions
$1,792
Total income / additions
$2,834
Benefits paid
$1,283
Administrative expenses
$12,418
Total expenses
$13,701
Net increase / (decrease)
-$10,867
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    AFFILIATE · Direct $12.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240814140610NAL0011753665001 cover?
It is the 2023 Form 5500 filing for U.A. Local Union No. 125 Vacation Fund, reported by Joint Board Of Trustees U.A. Local Union No. 125 Vacation Fund (EIN 42-1360694).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages