Bac Local 2 Of Michigan Holiday Fund — Form 5500 plan (Joint Board Of Trustees Bac Local 2 Of Michigan Holiday 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, Bac Local 2 Of Michigan Holiday Fund is a benefit plan reported by Joint Board Of Trustees Bac Local 2 Of Michigan Holiday Fund under EIN 38-2105545 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,597 participants and $2,299,680 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Bac Local 2 Of Michigan Holiday Fund
EIN
38-2105545
Plan number
501
Plan type
1
Location
Troy, MI
Latest filing year
2023
Participants
1,597
End-of-year plan assets
$2,299,680

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,597H, C20250204104506NAL0008438817001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,299,680
Total liabilities (EOY)
$2,147,718
Net assets (EOY)
$151,962
Net assets (BOY)
$140,960

Income & contributions

Employer contributions
$3,500,284
Total contributions
$3,500,284
Total income / additions
$3,553,693

Expenses & distributions

Benefits paid
$3,500,284
Administrative expenses
$42,407
Total expenses
$3,542,691
Net increase / (decrease)
$11,002

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys, Inc.NONE$10,416not reported in the loaded dataset2023
Bultynck & Co., PllcNONE$6,275not reported in the loaded dataset2023

Related Form 5500 pages