Board Of Trustee, Union Employees' Vacation Savings — 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 Trustee, Union Employees' Vacation Savings (EIN 95-3618401) is a plan sponsor located in Riverside, CA 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
95-3618401
Location
Riverside, CA
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 Trustee, Union Employees' Vacation Savings

  • 1 loaded plans hold $1.3M in reported assets.
  • The largest, Union Employees' Vacation Savings And Supplemental Dues Trust Fund, holds 100% of this company's reported plan assets.
  • Plans cover 662 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-$39.1KSummed across loaded plans-$39,146
Total reported assets$1.3M$1,252,480
Total reported participants662
Total reported liabilities$1.3M$1,291,626

Reported net position

Reported assets = net assets + liabilities (summed)$1.3M total assets
Net assets-$39.1KLiabilities$1.3M
Contributions & income
Employer contributions$1.1M
Participant contributionsNot reported
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.2M
Net increase / (decrease)$11.7K

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%Union Employees' Vacation Savings And Supplemental Dues Trust Fund
Participants per plan662Average 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
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustee, Union Employees' Vacation Savings. Open one for its full reported snapshot.

  1. 2023
    Union Employees' Vacation Savings And Supplemental Dues Trust Fund662 participants · 1Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Board Of Trustee, Union Employees' Vacation Savings report on Form 5500?
Board Of Trustee, Union Employees' Vacation Savings (EIN 95-3618401) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Board Of Trustee, Union Employees' Vacation Savings?
The Employer Identification Number (EIN) reported for Board Of Trustee, Union Employees' Vacation Savings is 95-3618401.
What is the latest Form 5500 filing year for Board Of Trustee, Union Employees' Vacation Savings?
The latest loaded Form 5500 filing year for Board Of Trustee, Union Employees' Vacation Savings is 2023.

Related Form 5500 pages