Operating Engineers Local 101 Vacation Fund — Form 5500 plan (Board Of Trustees Of Operating Engineers Local 101 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, Operating Engineers Local 101 Vacation Fund is a benefit plan reported by Board Of Trustees Of Operating Engineers Local 101 Vacation Fund under EIN 43-1077518 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,845 participants and $1,475,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Operating Engineers Local 101 Vacation Fund
EIN
43-1077518
Plan number
502
Plan type
1
Location
Kansas City, MO
Latest filing year
2023
Participants
3,845
End-of-year plan assets
$1,475,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,845H, C20250310143447NAL0008464563001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,475,508
Total liabilities (EOY)
$348
Net assets (EOY)
$1,475,160
Net assets (BOY)
$1,113,393

Income & contributions

Employer contributions
$6,136,917
Total contributions
$6,136,917
Total income / additions
$6,205,983

Expenses & distributions

Benefits paid
$5,798,336
Administrative expenses
$45,880
Total expenses
$5,844,216
Net increase / (decrease)
$361,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compusys Inc Of UtahNONE$19,771not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$15,299not reported in the loaded dataset2023

Related Form 5500 pages