Plan5500

Ri Shipping Association Holiday & Vacation Benefits Trust — Form 5500 plan (Ri Shipping Assn Holiday & Vacation Benefits Trust, Brd Of Ttees)

Plain-English plan 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, Ri Shipping Association Holiday & Vacation Benefits Trust is a benefit plan reported by Ri Shipping Assn Holiday & Vacation Benefits Trust, Brd Of Ttees under EIN 05-0398270 and plan number 505. The latest loaded filing year is 2023. The filing reports 109 participants and $929,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ri Shipping Assn Holiday & Vacation Benefits Trust, Brd Of Ttees
EIN
05-0398270
Plan number
505
Plan type
1
Location
New York, NY
Latest filing year
2023
Participants
109
End-of-year plan assets
$929,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20250224060940NAL0015630384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$929,654
Total liabilities (EOY)
$816,762
Net assets (EOY)
$112,892
Net assets (BOY)
$76,926

Income & contributions

Employer contributions
$939,157
Total contributions
$939,157
Total income / additions
$939,157

Expenses & distributions

Benefits paid
$880,349
Administrative expenses
$22,842
Total expenses
$903,191
Net increase / (decrease)
$35,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ward Fisher & Co.NONE$13,700not reported in the loaded dataset2023
Administration Services Inc.NONE$8,820not reported in the loaded dataset2023

Related Form 5500 pages