I.B.E.W. Local 25 Vacation And Holiday Trust Fund — Form 5500 plan (Board Of Trustees Of Ibew Local 25 Vacation And Holiday Trust Fund)
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, I.B.E.W. Local 25 Vacation And Holiday Trust Fund is a benefit plan reported by Board Of Trustees Of Ibew Local 25 Vacation And Holiday Trust Fund under EIN 11-1730718 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,259 participants and $3,538,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 25 Vacation And Holiday Trust Fund
- EIN
- 11-1730718
- Plan number
- 502
- Plan type
- 1
- Location
- Hauppauge, NY
- Latest filing year
- 2023
- Participants
- 2,259
- End-of-year plan assets
- $3,538,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,259 | H, C | 20240731141430NAL0021649729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,538,350
- Total liabilities (EOY)
- $68,153
- Net assets (EOY)
- $3,470,197
- Net assets (BOY)
- $3,323,901
Income & contributions
- Employer contributions
- $9,950,542
- Total contributions
- $9,950,542
- Total income / additions
- $10,235,958
Expenses & distributions
- Benefits paid
- $9,916,706
- Administrative expenses
- $172,956
- Total expenses
- $10,089,662
- Net increase / (decrease)
- $146,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schultheis & Panettieri, Llp | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Archer, Byington, Glennon & Levine | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| M&T Bank Inst'L Ret Svcs | NONE | $10,585 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 25 Vacation And Holiday Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Hauppauge, NY
- Schultheis & Panettieri, Llp — Schedule C compensation
- Archer, Byington, Glennon & Levine — Schedule C compensation
- M&T Bank Inst'L Ret Svcs — Schedule C compensation