2023 Form 5500 filing — Employers & Operating Engineers Local 520 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 20241015081801NAL0027814497004) for Employers & Operating Engineers Local 520 Vacation Fund, reported by Employers & Operating Engineers Local 520 Vacation Fund under EIN 37-6149098 and plan number 503. It reports 1,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081801NAL0027814497004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employers & Operating Engineers Local 520 Vacation Fund
- EIN
- 37-6149098
- Plan number
- 503
- Location
- Swansea, IL
- Participants
- 1,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $411,414
- Total liabilities (EOY)
- $398,985
- Net assets (EOY)
- $12,429
- Total income / additions
- $13,291
- Administrative expenses
- $12,901
- Total expenses
- $12,901
- Net increase / (decrease)
- $390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Scheffel Boyle | AUDITOR | $8,000 | not reported in the loaded dataset |