Boilermakers Local Lodge No. 5 Vacation Plan — Form 5500 plan (Boilermakers Local Lodge No. 5 Vacation Plan)
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, Boilermakers Local Lodge No. 5 Vacation Plan is a benefit plan reported by Boilermakers Local Lodge No. 5 Vacation Plan under EIN 13-1951757 and plan number 501. The latest loaded filing year is 2023. The filing reports 376 participants and $3,237,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Boilermakers Local Lodge No. 5 Vacation Plan
- EIN
- 13-1951757
- Plan number
- 501
- Plan type
- 1
- Location
- Westbury, NY
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $3,237,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241001091203NAL0003857667002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,237,770
- Total liabilities (EOY)
- $24,797
- Net assets (EOY)
- $3,212,973
- Net assets (BOY)
- $2,389,066
Income & contributions
- Employer contributions
- $2,910,210
- Total contributions
- $2,910,210
- Total income / additions
- $2,998,975
Expenses & distributions
- Benefits paid
- $2,110,165
- Administrative expenses
- $64,903
- Total expenses
- $2,175,068
- Net increase / (decrease)
- $823,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marshall & Moss Admin Services, Inc | NONE | $34,124 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherp Llp | NONE | $7,558 | not reported in the loaded dataset | 2023 |
| Gould, Kobrick & Schlapp Pc | NONE | $6,800 | not reported in the loaded dataset | 2023 |
| Marshall & Moss Payroll Compliance | NONE | $5,782 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Boilermakers Local Lodge No. 5 Vacation Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Westbury, NY
- Marshall & Moss Admin Services, Inc — Schedule C compensation
- Barnes, Iaccarino & Shepherp Llp — Schedule C compensation
- Gould, Kobrick & Schlapp Pc — Schedule C compensation
- Marshall & Moss Payroll Compliance — Schedule C compensation