Plan5500

Board Of Trustees-Ibew Local 701 Vacation Trust 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-Ibew Local 701 Vacation Trust Fund (EIN 36-2942688) is a plan sponsor located in Warrenville, IL 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
36-2942688
Location
Warrenville, IL
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-Ibew Local 701 Vacation Trust Fund

  • 1 loaded plans hold $4.4M in reported assets.
  • The largest, Ibew Local 701 Vacation Trust Fund, holds 100% of this company's reported plan assets.
  • Plans cover 1,362 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$531.5KSummed across loaded plans$531,520
Total reported assets$4.4M$4,369,625
Total reported participants1.4K1,362
Total reported liabilities$3.8M$3,838,105

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$531.5KLiabilities$3.8M
Contributions & income
Employer contributions$14.5M
Participant contributionsNot reported
Total income / additions$14.7M
Expenses & distributions
Benefits paid / distributions$14.5M
Total expenses$14.6M
Net increase / (decrease)$74K

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%Ibew Local 701 Vacation Trust Fund
Participants per plan1,362Average 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
    Ibew Local 701 Vacation Trust Fund$4.4M
    Plan #502 · 1,362 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees-Ibew Local 701 Vacation Trust Fund. Open one for its full reported snapshot.

  1. 2023
    Ibew Local 701 Vacation Trust Fund1,362 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustees-Ibew Local 701 Vacation Trust Fund report on Form 5500?
Board Of Trustees-Ibew Local 701 Vacation Trust Fund (EIN 36-2942688) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustees-Ibew Local 701 Vacation Trust Fund?
The Employer Identification Number (EIN) reported for Board Of Trustees-Ibew Local 701 Vacation Trust Fund is 36-2942688.
What is the latest Form 5500 filing year for Board Of Trustees-Ibew Local 701 Vacation Trust Fund?
The latest loaded Form 5500 filing year for Board Of Trustees-Ibew Local 701 Vacation Trust Fund is 2023.

Related Form 5500 pages