2023 Form 5500 filing — Ibew Local 968 Vacation Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240809122124NAL0006367841001) for Ibew Local 968 Vacation Fund, reported by Ibew Local 968 Vacation Fund Joint Board Of Trustees under EIN 55-0672681 and plan number 501. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240809122124NAL0006367841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 968 Vacation Fund Joint Board Of Trustees
- EIN
- 55-0672681
- Plan number
- 501
- Location
- Parkersburg, WV
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,431,752
- Total liabilities (EOY)
- $1,431,752
- Net assets (EOY)
- $0
- Participant contributions
- $2,233,059
- Total income / additions
- $2,234,433
- Benefits paid
- $2,216,550
- Administrative expenses
- $17,883
- Total expenses
- $2,234,433
- Net increase / (decrease)
- $0
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Trades Federal Credit Union | NONE | $7,805 | not reported in the loaded dataset |
| Gray, Griffith & Mays | NONE | $5,584 | not reported in the loaded dataset |