2023 Form 5500 filing — Electrical Workers Local No. 292 Vacation And 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 20250214133859NAL0047897538001) for Electrical Workers Local No. 292 Vacation And Holiday Plan, reported by Trustees Electrical Workers Local No.292 Vacation And Holiday Plan under EIN 41-1701466 and plan number 501. It reports 2,002 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,874,663
Participants2K2,002
Provider compensation$167.7K2 Schedule C row(s)$167,713
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250214133859NAL0047897538001
Plan sponsor
Trustees Electrical Workers Local No.292 Vacation And Holiday Plan
EIN
41-1701466
Plan number
501
Location
Brooklyn Park, MN
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.3M total assets
Net assets$1.9MLiabilities$392.8K
Money in vs. money out
Total income / additions$27.7M
Total expenses$27.7M
Benefits paid / distributions$27.5M
Contributions
Employer$27.7M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,267,493
Total liabilities (EOY)
$392,830
Net assets (EOY)
$1,874,663
Employer contributions
$27,655,022
Total income / additions
$27,693,068
Benefits paid
$27,546,037
Administrative expenses
$172,675
Total expenses
$27,718,712
Net increase / (decrease)
-$25,644

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
I.B.E.W 292 Health Care PlanRELATED FUND$158,189not reported in the loaded dataset
Legacy Professionals LlpNONE$9,524not reported in the loaded dataset

Related Form 5500 pages