Insulators Local No 53 Vacation Fund — Form 5500 plan (Joint Board Of Trustees)

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, Insulators Local No 53 Vacation Fund is a benefit plan reported by Joint Board Of Trustees under EIN 72-6041617 and plan number 003. The latest loaded filing year is 2023. The filing reports 179 participants and $301,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees
EIN
72-6041617
Plan number
003
Plan type
1
Location
Kenner, LA
Latest filing year
2023
Participants
179
End-of-year plan assets
$301,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20250411100801NAL0046104594001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$301,147
Total liabilities (EOY)
$108,345
Net assets (EOY)
$192,802
Net assets (BOY)
$226,412

Income & contributions

Employer contributions
$417,060
Total contributions
$417,060
Total income / additions
$420,097

Expenses & distributions

Benefits paid
$442,529
Administrative expenses
$11,178
Total expenses
$453,707
Net increase / (decrease)
-$33,610

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Robein, Urann, Spencer & CongemiATTORNEY$7,130not reported in the loaded dataset2023
Ted Soileau Cpa LLCACCOUNTANT$2,658not reported in the loaded dataset2023

Related Form 5500 pages