2023 Form 5500 filing — Roofers Local Union No. 40 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 20250508162637NAL0012217441001) for Roofers Local Union No. 40 Vacation Trust Fund, reported by Roofers Local Union No. 40 Vacation Trust Fund under EIN 94-2448667 and plan number 501. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508162637NAL0012217441001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local Union No. 40 Vacation Trust Fund
- EIN
- 94-2448667
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,908,064
- Total liabilities (EOY)
- $1,903,671
- Net assets (EOY)
- $4,393
- Employer contributions
- $2,995,551
- Total income / additions
- $3,027,328
- Benefits paid
- $2,999,510
- Administrative expenses
- $29,646
- Total expenses
- $3,029,156
- Net increase / (decrease)
- -$1,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $20,941 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $5,250 | not reported in the loaded dataset |