Pipefitters Union Local 537 Vacation Fund — Form 5500 plan (Pipefitters Union Local #537 - Vacation 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, Pipefitters Union Local 537 Vacation Fund is a benefit plan reported by Pipefitters Union Local #537 - Vacation Fund under EIN 23-7255451 and plan number 501. The latest loaded filing year is 2023. The filing reports 983 participants and $3,001,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pipefitters Union Local #537 - Vacation Fund
- EIN
- 23-7255451
- Plan number
- 501
- Plan type
- 1
- Location
- Dorchester, MA
- Latest filing year
- 2023
- Participants
- 983
- End-of-year plan assets
- $3,001,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 983 | H, C | 20241216144645NAL0001559553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,001,729
- Total liabilities (EOY)
- $2,917,761
- Net assets (EOY)
- $83,968
- Net assets (BOY)
- $41,977
Income & contributions
- Participant contributions
- $6,009,391
- Total contributions
- $6,009,391
- Total income / additions
- $6,095,076
Expenses & distributions
- Benefits paid
- $5,963,729
- Administrative expenses
- $89,356
- Total expenses
- $6,053,085
- Net increase / (decrease)
- $41,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manzi & Associates LLC | NONE | $16,995 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $14,909 | not reported in the loaded dataset | 2023 |
| Employee F | NONE | $10,587 | not reported in the loaded dataset | 2023 |