2023 Form 5500 filing — Electrical Construction Industry Vacation - Holiday Plan
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 20241127104824NAL0006545697001) for Electrical Construction Industry Vacation - Holiday Plan, reported by Electrical Construction Industry Vacation - Holiday Plan under EIN 39-1038147 and plan number 503. It reports 2,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127104824NAL0006545697001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Construction Industry Vacation - Holiday Plan
- EIN
- 39-1038147
- Plan number
- 503
- Location
- Wauwatosa, WI
- Participants
- 2,189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,819,072
- Total liabilities (EOY)
- $156,305
- Net assets (EOY)
- $17,662,767
- Employer contributions
- $15,956,861
- Total income / additions
- $16,652,352
- Benefits paid
- $14,458,489
- Administrative expenses
- $464,980
- Total expenses
- $14,923,469
- Net increase / (decrease)
- $1,728,883
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Neca Milwaukee Chapter | P.I.I. | $188,083 | not reported in the loaded dataset |
| Electrical Pension Plan | P.I.I. | $160,449 | not reported in the loaded dataset |
| Reilly, Penner & Benton Llp | NONE | $42,509 | not reported in the loaded dataset |
| Midwest Institutional Trust Company | NONE | $24,609 | not reported in the loaded dataset |
| Bmo Harris Bank Na | NONE | $23,932 | not reported in the loaded dataset |
| Reinhart, Boerner, Van Deuren | NONE | $6,747 | not reported in the loaded dataset |