Electrical Construction Industry Vacation - Holiday Plan — Form 5500 plan (Electrical Construction Industry Vacation - Holiday Plan)
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 Construction Industry Vacation - Holiday Plan is a benefit plan reported by Electrical Construction Industry Vacation - Holiday Plan under EIN 39-1038147 and plan number 503. The latest loaded filing year is 2023. The filing reports 2,189 participants and $17,819,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Construction Industry Vacation - Holiday Plan
- EIN
- 39-1038147
- Plan number
- 503
- Plan type
- 1
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 2,189
- End-of-year plan assets
- $17,819,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,189 | H, C | 20241127104824NAL0006545697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,819,072
- Total liabilities (EOY)
- $156,305
- Net assets (EOY)
- $17,662,767
- Net assets (BOY)
- $15,933,884
Income & contributions
- Employer contributions
- $15,956,861
- Total contributions
- $15,956,861
- Total income / additions
- $16,652,352
Expenses & distributions
- Benefits paid
- $14,458,489
- Administrative expenses
- $464,980
- Total expenses
- $14,923,469
- Net increase / (decrease)
- $1,728,883
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Neca Milwaukee Chapter | P.I.I. | $188,083 | not reported in the loaded dataset | 2023 |
| Electrical Pension Plan | P.I.I. | $160,449 | not reported in the loaded dataset | 2023 |
| Reilly, Penner & Benton Llp | NONE | $42,509 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Company | NONE | $24,609 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $23,932 | not reported in the loaded dataset | 2023 |
| Reinhart, Boerner, Van Deuren | NONE | $6,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Construction Industry Vacation - Holiday Plan
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Wauwatosa, WI
- Neca Milwaukee Chapter — Schedule C compensation
- Electrical Pension Plan — Schedule C compensation
- Reilly, Penner & Benton Llp — Schedule C compensation
- Midwest Institutional Trust Company — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Reinhart, Boerner, Van Deuren — Schedule C compensation