Plan5500

Ibew Local 596 Vacation Fund — Form 5500 plan (Joint Board Of Trustees Of Ibew Local 596 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, Ibew Local 596 Vacation Fund is a benefit plan reported by Joint Board Of Trustees Of Ibew Local 596 Vacation Fund under EIN 55-0776922 and plan number 501. The latest loaded filing year is 2023. The filing reports 186 participants and $707,771 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees Of Ibew Local 596 Vacation Fund
EIN
55-0776922
Plan number
501
Plan type
1
Location
Ona, WV
Latest filing year
2023
Participants
186
End-of-year plan assets
$707,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20240814094503NAL0025171186003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$707,771
Total liabilities (EOY)
$707,771
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,926,606
Total contributions
$1,926,606
Total income / additions
$1,930,226

Expenses & distributions

Benefits paid
$1,902,586
Administrative expenses
$27,640
Total expenses
$1,930,226
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mountain State Insurance AgencyNONE$9,679not reported in the loaded dataset2023
American Benefit CorporationNONE$7,584not reported in the loaded dataset2023

Related Form 5500 pages