2023 Form 5500 filing — Operating Engineers Local 101 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 20250310143447NAL0008464563001) for Operating Engineers Local 101 Vacation Fund, reported by Board Of Trustees Of Operating Engineers Local 101 Vacation Fund under EIN 43-1077518 and plan number 502. It reports 3,845 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)$1.5MReported net assets$1,475,160
Participants3.8K3,845
Provider compensation$35.1K2 Schedule C row(s)$35,070
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250310143447NAL0008464563001
- Plan sponsor
- Board Of Trustees Of Operating Engineers Local 101 Vacation Fund
- EIN
- 43-1077518
- Plan number
- 502
- Location
- Kansas City, MO
- 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)$1.5M total assets
Net assets$1.5MLiabilities$348
Full reported line items
- Total assets (EOY)
- $1,475,508
- Total liabilities (EOY)
- $348
- Net assets (EOY)
- $1,475,160
- Employer contributions
- $6,136,917
- Total income / additions
- $6,205,983
- Benefits paid
- $5,798,336
- Administrative expenses
- $45,880
- Total expenses
- $5,844,216
- Net increase / (decrease)
- $361,767
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Compusys Inc Of Utah | NONE | $19,771 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $15,299 | not reported in the loaded dataset |