2023 Form 5500 filing — Roofers East Bay/North Bay 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 20250508162535NAL0012217249001) for Roofers East Bay/North Bay Vacation Trust Fund, reported by Roofers East Bay/North Bay Vacation Trust Fund under EIN 94-6075621 and plan number 526. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508162535NAL0012217249001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers East Bay/North Bay Vacation Trust Fund
- EIN
- 94-6075621
- Plan number
- 526
- Location
- San Jose, CA
- Participants
- 1,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,151,708
- Total liabilities (EOY)
- $1,982,943
- Net assets (EOY)
- $168,765
- Employer contributions
- $6,154,525
- Total income / additions
- $6,292,953
- Benefits paid
- $6,398,044
- Administrative expenses
- $36,290
- Total expenses
- $6,434,334
- Net increase / (decrease)
- -$141,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $27,385 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $5,250 | not reported in the loaded dataset |