2023 Form 5500 filing — Ibew Local 972 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 20241011112948NAL0038579424003) for Ibew Local 972 Vacation Fund, reported by Joint Board Of Trustees Of Ibew Local 972 Vacation Fund under EIN 31-0965899 and plan number 501. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011112948NAL0038579424003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Ibew Local 972 Vacation Fund
- EIN
- 31-0965899
- Plan number
- 501
- Location
- Ona, WV
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,144,043
- Total liabilities (EOY)
- $2,144,043
- Net assets (EOY)
- $0
- Employer contributions
- $2,224,635
- Total income / additions
- $2,278,946
- Benefits paid
- $2,248,832
- Administrative expenses
- $30,114
- Total expenses
- $2,278,946
- Net increase / (decrease)
- $0
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gray, Griffith & Mays. A.C. | NONE | $16,413 | not reported in the loaded dataset |
| American Benefit Corporation | NONE | $8,203 | not reported in the loaded dataset |