Plan5500

Bac Southern Region Vacation Trust Fund — Form 5500 plan (Board Of Trustees Of The Bac Southern Region 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, Bac Southern Region Vacation Trust Fund is a benefit plan reported by Board Of Trustees Of The Bac Southern Region Vacation Fund under EIN 73-1026026 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,295 participants and $735,604 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Bac Southern Region Vacation Fund
EIN
73-1026026
Plan number
501
Plan type
1
Location
Oklahoma City, OK
Latest filing year
2023
Participants
3,295
End-of-year plan assets
$735,604

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,295H, C20250501113620NAL0003094401001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$735,604
Total liabilities (EOY)
$551,662
Net assets (EOY)
$183,942
Net assets (BOY)
$185,136

Income & contributions

Participant contributions
$1,532,803
Total contributions
$1,618,452
Total income / additions
$1,620,711

Expenses & distributions

Benefits paid
$1,617,333
Administrative expenses
$4,572
Total expenses
$1,621,905
Net increase / (decrease)
-$1,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Luton & Company, PllcTHIRD PARTY ADMINISTRATOR$46,693not reported in the loaded dataset2023
Kalifeh Bedsole Adams, PcPLAN AUDITOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages