Construction Teamsters Vacation- Holiday-Sick Trust — Form 5500 plan (Board Of Trustees, Construction Teamsters Vacation-)
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, Construction Teamsters Vacation- Holiday-Sick Trust is a benefit plan reported by Board Of Trustees, Construction Teamsters Vacation- under EIN 95-6195838 and plan number 501. The latest loaded filing year is 2023. The filing reports 670 participants and $2,904,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Construction Teamsters Vacation-
- EIN
- 95-6195838
- Plan number
- 501
- Plan type
- 1
- Location
- Covina, CA
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $2,904,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20250115155503NAL0011889203001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,904,975
- Total liabilities (EOY)
- $2,364,097
- Net assets (EOY)
- $540,878
- Net assets (BOY)
- $455,978
Income & contributions
- Employer contributions
- $2,480,983
- Total contributions
- $2,480,983
- Total income / additions
- $2,548,671
Expenses & distributions
- Benefits paid
- $2,252,917
- Administrative expenses
- $210,854
- Total expenses
- $2,463,771
- Net increase / (decrease)
- $84,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $151,329 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $26,500 | $0 | 2023 |
| Mufg Union Bank, N.A. | NONE | $12,876 | $0 | 2023 |
| Bush Gottlieb, A Law Corporation | NONE | $6,952 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Construction Teamsters Vacation-
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Covina, CA
- Zenith American Solutions, Inc. — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Mufg Union Bank, N.A. — Schedule C compensation
- Bush Gottlieb, A Law Corporation — Schedule C compensation