U.A. Local Union No. 125 Vacation Fund — Form 5500 plan (Joint Board Of Trustees U.A. Local Union No. 125 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, U.A. Local Union No. 125 Vacation Fund is a benefit plan reported by Joint Board Of Trustees U.A. Local Union No. 125 Vacation Fund under EIN 42-1360694 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,180 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants1.2KCovered participants reported1,180
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$12.4K1 Schedule C provider row(s)$12,418
Plan sponsor
Joint Board Of Trustees U.A. Local Union No. 125 Vacation Fund
EIN
42-1360694
Plan number
502
Plan type
1
Location
Cedar Rapids, IA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,180 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$2.8K
Total expenses$13.7K
Benefits paid / distributions$1.3K
Contributions
EmployerNot reported
Participant$1.8K
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$10,867

Income & contributions

Participant contributions
$1,792
Total contributions
$1,792
Total income / additions
$2,834

Expenses & distributions

Benefits paid
$1,283
Administrative expenses
$12,418
Total expenses
$13,701
Net increase / (decrease)
-$10,867
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income45%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    AFFILIATE · Direct $12.4K

Related Form 5500 pages