2023 Form 5500 filing — Ri Shipping Association Holiday & Vacation Benefits Trust
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 20250224060940NAL0015630384001) for Ri Shipping Association Holiday & Vacation Benefits Trust, reported by Ri Shipping Assn Holiday & Vacation Benefits Trust, Brd Of Ttees under EIN 05-0398270 and plan number 505. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250224060940NAL0015630384001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ri Shipping Assn Holiday & Vacation Benefits Trust, Brd Of Ttees
- EIN
- 05-0398270
- Plan number
- 505
- Location
- New York, NY
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $929,654
- Total liabilities (EOY)
- $816,762
- Net assets (EOY)
- $112,892
- Employer contributions
- $939,157
- Total income / additions
- $939,157
- Benefits paid
- $880,349
- Administrative expenses
- $22,842
- Total expenses
- $903,191
- Net increase / (decrease)
- $35,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ward Fisher & Co. | NONE | $13,700 | not reported in the loaded dataset |
| Administration Services Inc. | NONE | $8,820 | not reported in the loaded dataset |