Ibew Local 265 Vacation Fund — Form 5500 plan (Ibew Local 265 Vacation Fund Joint Board Of Trustees)

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, Ibew Local 265 Vacation Fund is a benefit plan reported by Ibew Local 265 Vacation Fund Joint Board Of Trustees under EIN 23-7284114 and plan number 501. The latest loaded filing year is 2023. The filing reports 484 participants and $133,861 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local 265 Vacation Fund Joint Board Of Trustees
EIN
23-7284114
Plan number
501
Plan type
1
Location
Lincoln, NE
Latest filing year
2023
Participants
484
End-of-year plan assets
$133,861

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023484H, C20240716143007NAL0002756657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$133,861
Total liabilities (EOY)
$122,860
Net assets (EOY)
$11,001
Net assets (BOY)
$6,999

Income & contributions

Employer contributions
$1,460,900
Total contributions
$1,460,900
Total income / additions
$1,480,088

Expenses & distributions

Benefits paid
$1,460,900
Administrative expenses
$15,186
Total expenses
$1,476,086
Net increase / (decrease)
$4,002

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Deboer & Associates, Pcnot reported in the loaded dataset$7,155not reported in the loaded dataset2023
Local 265 Ibew Federal Credit Unionnot reported in the loaded dataset$5,375not reported in the loaded dataset2023

Related Form 5500 pages