I.B.E.W. Local Union No. 595 Vacation Plan — Form 5500 plan (Board Of Trustees, I.B.E.W. Local Union No. 595)
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, I.B.E.W. Local Union No. 595 Vacation Plan is a benefit plan reported by Board Of Trustees, I.B.E.W. Local Union No. 595 under EIN 94-3161563 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,532 participants and $6,579,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, I.B.E.W. Local Union No. 595
- EIN
- 94-3161563
- Plan number
- 501
- Plan type
- 1
- Location
- Pleasanton, CA
- Latest filing year
- 2023
- Participants
- 1,532
- End-of-year plan assets
- $6,579,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,532 | H, C | 20250813105505NAL0020041650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,579,181
- Total liabilities (EOY)
- $5,693,065
- Net assets (EOY)
- $886,116
- Net assets (BOY)
- $776,000
Income & contributions
- Employer contributions
- $16,438,126
- Total contributions
- $16,438,126
- Total income / additions
- $16,661,384
Expenses & distributions
- Benefits paid
- $16,405,593
- Administrative expenses
- $145,675
- Total expenses
- $16,551,268
- Net increase / (decrease)
- $110,116
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $78,161 | not reported in the loaded dataset | 2023 |
| Electrical Industry Service Corp. | RELATED ORGANIZATION | $33,660 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $9,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, I.B.E.W. Local Union No. 595
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pleasanton, CA
- Benesys, Inc. — Schedule C compensation
- Electrical Industry Service Corp. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation