Iuoe Local 406 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, Iuoe Local 406 Vacation Fund (EIN 47-2019500) is a plan sponsor located in Metairie, LA 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
47-2019500
Location
Metairie, LA
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 Iuoe Local 406 Vacation Fund

  • 1 loaded plans hold $2.8M in reported assets.
  • The largest, Iuoe Local 406 Vacation Fund, holds 100% of this company's reported plan assets.
  • Plans cover 1,592 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.7MSummed across loaded plans$2,663,945
Total reported assets$2.8M$2,750,702
Total reported participants1.6K1,592
Total reported liabilities$86.8K$86,757

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.7MLiabilities$86.8K
Contributions & income
Employer contributionsNot reported
Participant contributions$2.8M
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$3M
Total expenses$3M
Net increase / (decrease)-$86.9K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Iuoe Local 406 Vacation Fund
Participants per plan1,592Average 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 · 1,592 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Iuoe Local 406 Vacation Fund. Open one for its full reported snapshot.

  1. 2023
    Iuoe Local 406 Vacation Fund1,592 participants · 1Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Iuoe Local 406 Vacation Fund report on Form 5500?
Iuoe Local 406 Vacation Fund (EIN 47-2019500) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Iuoe Local 406 Vacation Fund?
The Employer Identification Number (EIN) reported for Iuoe Local 406 Vacation Fund is 47-2019500.
What is the latest Form 5500 filing year for Iuoe Local 406 Vacation Fund?
The latest loaded Form 5500 filing year for Iuoe Local 406 Vacation Fund is 2023.

Related Form 5500 pages