Plan5500

Plumbers Local Union No. 16 Vacation Trust Fund — Form 5500 plan (Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust 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, Plumbers Local Union No. 16 Vacation Trust Fund is a benefit plan reported by Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund under EIN 47-0673442 and plan number 503. The latest loaded filing year is 2023. The filing reports 593 participants and $1,673,501 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund
EIN
47-0673442
Plan number
503
Plan type
1
Location
Omaha, NE
Latest filing year
2023
Participants
593
End-of-year plan assets
$1,673,501

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023593H, C20250108151757NAL0006071331001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,673,501
Total liabilities (EOY)
$1,665,221
Net assets (EOY)
$8,280
Net assets (BOY)
$8,830

Income & contributions

Participant contributions
$2,133,191
Total contributions
$2,133,191
Total income / additions
$2,143,401

Expenses & distributions

Benefits paid
$2,131,596
Administrative expenses
$12,355
Total expenses
$2,143,951
Net increase / (decrease)
-$550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lutz & Company PcAUDITOR$9,500not reported in the loaded dataset2023

Related Form 5500 pages