Local 309 Vacation Trust Fund — Form 5500 plan (Trustees Of Local 309 Vacation Trust 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, Local 309 Vacation Trust Fund is a benefit plan reported by Trustees Of Local 309 Vacation Trust Fund under EIN 37-0799627 and plan number 501. The latest loaded filing year is 2023. The filing reports 785 participants and $2,803,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 309 Vacation Trust Fund
- EIN
- 37-0799627
- Plan number
- 501
- Plan type
- 1
- Location
- Collinsville, IL
- Latest filing year
- 2023
- Participants
- 785
- End-of-year plan assets
- $2,803,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 785 | H, C | 20241025082711NAL0001370131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,803,666
- Total liabilities (EOY)
- $2,565,197
- Net assets (EOY)
- $238,469
- Net assets (BOY)
- $101,752
Income & contributions
- Participant contributions
- $2,407,659
- Total contributions
- $2,407,659
- Total income / additions
- $2,509,059
Expenses & distributions
- Benefits paid
- $2,326,476
- Administrative expenses
- $45,866
- Total expenses
- $2,372,342
- Net increase / (decrease)
- $136,717
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 309, Electrical Health And We | COMMON MEMBERSHIP | $20,212 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | NONE | $10,560 | not reported in the loaded dataset | 2023 |