Steamfitters Vacation Fund Local Union No 475 — Form 5500 plan (Board Of Trustees Steamfitters Vacation Fund Local 475)
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, Steamfitters Vacation Fund Local Union No 475 is a benefit plan reported by Board Of Trustees Steamfitters Vacation Fund Local 475 under EIN 22-2351279 and plan number 503. The latest loaded filing year is 2023. The filing reports 500 participants and $3,725,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Steamfitters Vacation Fund Local 475
- EIN
- 22-2351279
- Plan number
- 503
- Plan type
- 1
- Location
- Warren, NJ
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $3,725,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241014133632NAL0015014003002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,725,752
- Total liabilities (EOY)
- $3,346,550
- Net assets (EOY)
- $379,202
- Net assets (BOY)
- $399,701
Income & contributions
- Employer contributions
- $4,544,835
- Total contributions
- $4,544,835
- Total income / additions
- $4,621,271
Expenses & distributions
- Benefits paid
- $4,624,654
- Administrative expenses
- $17,116
- Total expenses
- $4,641,770
- Net increase / (decrease)
- -$20,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mspc Cpas & Advisors, P.C. | NONE | $13,991 | not reported in the loaded dataset | 2023 |