2023 Form 5500 filing — Carolinas Electrical Workers 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 20241014082213NAL0025717585005) for Carolinas Electrical Workers Vacation Fund, reported by Board Of Trustees Of Carolinas Electrical Workers Vacation Fund under EIN 86-1444655 and plan number 501. It reports 1,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014082213NAL0025717585005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Carolinas Electrical Workers Vacation Fund
- EIN
- 86-1444655
- Plan number
- 501
- Location
- Salt Lake City, UT
- Participants
- 1,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $425,465
- Total liabilities (EOY)
- $220,225
- Net assets (EOY)
- $205,240
- Employer contributions
- $857,241
- Total income / additions
- $857,241
- Benefits paid
- $785,639
- Administrative expenses
- $29,749
- Total expenses
- $815,388
- Net increase / (decrease)
- $41,853
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compusys | NONE | $14,400 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $10,500 | not reported in the loaded dataset |