2023 Form 5500 filing — Plumbers Local Union No. 16 Vacation Trust 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 20250108151757NAL0006071331001) for Plumbers Local Union No. 16 Vacation Trust Fund, reported by Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund under EIN 47-0673442 and plan number 503. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250108151757NAL0006071331001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund
- EIN
- 47-0673442
- Plan number
- 503
- Location
- Omaha, NE
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,673,501
- Total liabilities (EOY)
- $1,665,221
- Net assets (EOY)
- $8,280
- Participant contributions
- $2,133,191
- Total income / additions
- $2,143,401
- Benefits paid
- $2,131,596
- Administrative expenses
- $12,355
- Total expenses
- $2,143,951
- Net increase / (decrease)
- -$550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lutz & Company Pc | AUDITOR | $9,500 | not reported in the loaded dataset |