2023 Form 5500 filing — Vacation Holiday Unemployment Plan Of The Electrical Industry
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 20241015080654NAL0028976721001) for Vacation Holiday Unemployment Plan Of The Electrical Industry, reported by Board Of Trustees Of Vacation Holiday Unemployment Plan under EIN 13-1853892 and plan number 503. It reports 9,987 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080654NAL0028976721001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Vacation Holiday Unemployment Plan
- EIN
- 13-1853892
- Plan number
- 503
- Location
- Flushing, NY
- Participants
- 9,987
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,676,731
- Total liabilities (EOY)
- $1,902,405
- Net assets (EOY)
- $50,774,326
- Employer contributions
- $354,274
- Total income / additions
- $4,635,474
- Benefits paid
- $1,534,100
- Administrative expenses
- $307,816
- Total expenses
- $1,841,916
- Net increase / (decrease)
- $2,793,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joint Industry Board | PLAN ADMINISTRATOR | $206,379 | not reported in the loaded dataset |
| Seix Investments Advisors LLC | NONE | $43,747 | not reported in the loaded dataset |
| H & H Graphic Printing | NONE | $21,965 | not reported in the loaded dataset |
| Cohen Weiss And Simon Llp | NONE | $12,161 | not reported in the loaded dataset |
| Alliant Insurance Services Inc. | NONE | $11,676 | not reported in the loaded dataset |
| State Street Bank & Trust Company | NONE | $1,655 | $0 |