Electrical Workers' Joint Board Of Trustees - Vacation Fund — Form 5500 plan (Board Of Trustees Electrical Workers' Joint Board Of)
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, Electrical Workers' Joint Board Of Trustees - Vacation Fund is a benefit plan reported by Board Of Trustees Electrical Workers' Joint Board Of under EIN 38-1415532 and plan number 501. The latest loaded filing year is 2023. The filing reports 921 participants and $1,585,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Electrical Workers' Joint Board Of
- EIN
- 38-1415532
- Plan number
- 501
- Plan type
- 1
- Location
- Madison Heights, MI
- Latest filing year
- 2023
- Participants
- 921
- End-of-year plan assets
- $1,585,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 921 | H, C | 20240717113008NAL0004298929002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,585,496
- Total liabilities (EOY)
- $1,319,564
- Net assets (EOY)
- $265,932
- Net assets (BOY)
- $177,535
Income & contributions
- Participant contributions
- $5,328,851
- Total contributions
- $5,328,851
- Total income / additions
- $5,516,039
Expenses & distributions
- Benefits paid
- $5,321,652
- Administrative expenses
- $105,990
- Total expenses
- $5,427,642
- Net increase / (decrease)
- $88,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcclain Smith & Wenz Pc | AUDITOR OF PARENT ORGANIZ | $13,512 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $6,767 | not reported in the loaded dataset | 2023 |