2023 Form 5500 filing — I.B.E.W. Local 1049 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 20241012100201NAL0024381089003) for I.B.E.W. Local 1049 Vacation Fund, reported by Board Of Trustees I.B.E.W. Local under EIN 11-3322904 and plan number 502. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012100201NAL0024381089003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees I.B.E.W. Local
- EIN
- 11-3322904
- Plan number
- 502
- Location
- Holtsville, NY
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $502,880
- Total liabilities (EOY)
- $8,589
- Net assets (EOY)
- $494,291
- Total income / additions
- $16,874
- Benefits paid
- $48,612
- Administrative expenses
- $34,711
- Total expenses
- $83,323
- Net increase / (decrease)
- -$66,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Holm & Ohara, Llp | UNION ATTORNEY | $8,716 | not reported in the loaded dataset |
| Gould, Kobrick, & Schlapp, P.C. | UNION ACCOUNTANT | $7,500 | not reported in the loaded dataset |