2023 Form 5500 filing — United Union Of Roofers, Waterproofers & Allied Wo Local 12 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 20241014162423NAL0027850753003) for United Union Of Roofers, Waterproofers & Allied Wo Local 12 Vacation Fund, reported by United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca under EIN 51-0488884 and plan number 501. It reports 73 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162423NAL0027850753003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca
- EIN
- 51-0488884
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 73
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,332
- Total liabilities (EOY)
- $71,161
- Net assets (EOY)
- $11,171
- Employer contributions
- $325,378
- Total income / additions
- $327,209
- Benefits paid
- $315,479
- Administrative expenses
- $10,502
- Total expenses
- $325,981
- Net increase / (decrease)
- $1,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beers, Hamerman, Cohen & Burger P.C | NONE | $7,000 | not reported in the loaded dataset |