Boilermaker Vacation Plan — Form 5500 plan (Board Of Trustees Boilermaker Vacation Plan)

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, Boilermaker Vacation Plan is a benefit plan reported by Board Of Trustees Boilermaker Vacation Plan under EIN 94-2630417 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,036 participants and $45,243,325 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Boilermaker Vacation Plan
EIN
94-2630417
Plan number
501
Plan type
1
Location
Dublin, CA
Latest filing year
2023
Participants
8,036
End-of-year plan assets
$45,243,325

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,036H, C20250714200659NAL0003357826001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,243,325
Total liabilities (EOY)
$457,754
Net assets (EOY)
$44,785,571
Net assets (BOY)
$41,890,171

Income & contributions

Employer contributions
$40,455,708
Total contributions
$40,455,708
Total income / additions
$42,165,290

Expenses & distributions

Benefits paid
$38,659,154
Administrative expenses
$610,736
Total expenses
$39,269,890
Net increase / (decrease)
$2,895,400

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cv Administrative Services Inc.NONE$225,121not reported in the loaded dataset2023
Hs & BaNONE$118,381not reported in the loaded dataset2023
Brotherhood Bank And TrustNONE$103,155not reported in the loaded dataset2023
Trucker HussNONE$76,871not reported in the loaded dataset2023
Boilermaker-Blacksmith National PenNONE$27,265not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$22,584not reported in the loaded dataset2023
Ronald SchmidtNONE$7,575not reported in the loaded dataset2023

Related Form 5500 pages