Sheet Metal Workers Local Union No 268 Vacation Fu — Form 5500 plan (Sheet Metal Workers Local Union No 268)
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, Sheet Metal Workers Local Union No 268 Vacation Fu is a benefit plan reported by Sheet Metal Workers Local Union No 268 under EIN 37-1130387 and plan number 502. The latest loaded filing year is 2023. The filing reports 467 participants and $104,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal Workers Local Union No 268
- EIN
- 37-1130387
- Plan number
- 502
- Plan type
- 1
- Location
- Caseyville, IL
- Latest filing year
- 2023
- Participants
- 467
- End-of-year plan assets
- $104,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 467 | H | 20250210162017NAL0032143376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,046
- Total liabilities (EOY)
- $34,522
- Net assets (EOY)
- $69,524
- Net assets (BOY)
- $49,832
Income & contributions
- Employer contributions
- $1,562,522
- Participant contributions
- $6,522
- Total contributions
- $1,569,044
- Total income / additions
- $1,596,517
Expenses & distributions
- Benefits paid
- $1,568,673
- Administrative expenses
- $8,152
- Total expenses
- $1,576,825
- Net increase / (decrease)
- $19,692
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.