Board Of Trustees I.A.T.S.E. National Vacation Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Board Of Trustees I.A.T.S.E. National Vacation Fund (EIN 23-7345994) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
23-7345994
Location
New York, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Board Of Trustees I.A.T.S.E. National Vacation Fund

  • 1 loaded plans hold $4.9M in reported assets.
  • The largest, I.A.T.S.E. National Vacation Fund, holds 100% of this company's reported plan assets.
  • Plans cover 6,259 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.9MSummed across loaded plans$4,861,004
Total reported assets$4.9M$4,890,625
Total reported participants6.3K6,259
Total reported liabilities$29.6K$29,621

Reported net position

Reported assets = net assets + liabilities (summed)$4.9M total assets
Net assets$4.9MLiabilities$29.6K
Contributions & income
Employer contributions$4.8M
Participant contributionsNot reported
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$4.2M
Total expenses$4.5M
Net increase / (decrease)$451.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%I.A.T.S.E. National Vacation Fund
Participants per plan6,259Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #501 · 6,259 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees I.A.T.S.E. National Vacation Fund. Open one for its full reported snapshot.

  1. 2023
    I.A.T.S.E. National Vacation Fund6,259 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees I.A.T.S.E. National Vacation Fund report on Form 5500?
Board Of Trustees I.A.T.S.E. National Vacation Fund (EIN 23-7345994) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees I.A.T.S.E. National Vacation Fund?
The Employer Identification Number (EIN) reported for Board Of Trustees I.A.T.S.E. National Vacation Fund is 23-7345994.
What is the latest Form 5500 filing year for Board Of Trustees I.A.T.S.E. National Vacation Fund?
The latest loaded Form 5500 filing year for Board Of Trustees I.A.T.S.E. National Vacation Fund is 2023.

Related Form 5500 pages