Local Union No. 124 I. B. E. W Vacation And Holiday Trust Fund — Form 5500 plan (Ibew-124 Vacation And Holiday Trust)
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, Local Union No. 124 I. B. E. W Vacation And Holiday Trust Fund is a benefit plan reported by Ibew-124 Vacation And Holiday Trust under EIN 43-0909522 and plan number 503. The latest loaded filing year is 2023. The filing reports 2,654 participants and $13,848,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew-124 Vacation And Holiday Trust
- EIN
- 43-0909522
- Plan number
- 503
- Plan type
- 1
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,654
- End-of-year plan assets
- $13,848,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,654 | H, C | 20250612105207NAL0016458145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,848,688
- Total liabilities (EOY)
- $13,219,604
- Net assets (EOY)
- $629,084
- Net assets (BOY)
- $237,760
Income & contributions
- Employer contributions
- $15,112,537
- Total contributions
- $15,112,537
- Total income / additions
- $15,507,168
Expenses & distributions
- Benefits paid
- $15,003,648
- Administrative expenses
- $112,196
- Total expenses
- $15,115,844
- Net increase / (decrease)
- $391,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew Benefit Center | PARTY-IN-INTEREST | $59,868 | not reported in the loaded dataset | 2023 |
| Rubinbrown, Llp | NONE | $18,200 | not reported in the loaded dataset | 2023 |
| Construction Benefits Audit Corp | NONE | $6,941 | not reported in the loaded dataset | 2023 |
| Umb Bank | NONE | $6,718 | not reported in the loaded dataset | 2023 |
| Arnold, Newbold, Sollars & Hollins | NONE | $6,714 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $6,517 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew-124 Vacation And Holiday Trust
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Ibew Benefit Center — Schedule C compensation
- Rubinbrown, Llp — Schedule C compensation
- Construction Benefits Audit Corp — Schedule C compensation
- Umb Bank — Schedule C compensation
- Arnold, Newbold, Sollars & Hollins — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation