Plan5500

Ibew Local 972 Vacation Fund — Form 5500 plan (Joint Board Of Trustees Of Ibew Local 972 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, Ibew Local 972 Vacation Fund is a benefit plan reported by Joint Board Of Trustees Of Ibew Local 972 Vacation Fund under EIN 31-0965899 and plan number 501. The latest loaded filing year is 2023. The filing reports 262 participants and $2,144,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Of Ibew Local 972 Vacation Fund
EIN
31-0965899
Plan number
501
Plan type
1
Location
Ona, WV
Latest filing year
2023
Participants
262
End-of-year plan assets
$2,144,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023262H, C20241011112948NAL0038579424003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,144,043
Total liabilities (EOY)
$2,144,043
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$2,224,635
Total contributions
$2,224,635
Total income / additions
$2,278,946

Expenses & distributions

Benefits paid
$2,248,832
Administrative expenses
$30,114
Total expenses
$2,278,946
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gray, Griffith & Mays. A.C.NONE$16,413not reported in the loaded dataset2023
American Benefit CorporationNONE$8,203not reported in the loaded dataset2023

Related Form 5500 pages