Employers & Operating Engineers Local 520 Vacation Fund — Form 5500 plan (Employers & Operating Engineers Local 520 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, Employers & Operating Engineers Local 520 Vacation Fund is a benefit plan reported by Employers & Operating Engineers Local 520 Vacation Fund under EIN 37-6149098 and plan number 503. The latest loaded filing year is 2023. The filing reports 1,107 participants and $411,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Employers & Operating Engineers Local 520 Vacation Fund
EIN
37-6149098
Plan number
503
Plan type
1
Location
Swansea, IL
Latest filing year
2023
Participants
1,107
End-of-year plan assets
$411,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,107H, C20241015081801NAL0027814497004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$411,414
Total liabilities (EOY)
$398,985
Net assets (EOY)
$12,429
Net assets (BOY)
$12,039

Income & contributions

Total contributions
$4,937
Total income / additions
$13,291

Expenses & distributions

Administrative expenses
$12,901
Total expenses
$12,901
Net increase / (decrease)
$390

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Scheffel BoyleAUDITOR$8,000not reported in the loaded dataset2023

Related Form 5500 pages