2023 Form 5500 filing — Steamfitters And Plumbers Local Union No. 464 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 20250115103337NAL0021598993004) for Steamfitters And Plumbers Local Union No. 464 Vacation Fund, reported by Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio under EIN 47-0674620 and plan number 501. It reports 1,460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115103337NAL0021598993004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio
- EIN
- 47-0674620
- Plan number
- 501
- Location
- Omaha, NE
- Participants
- 1,460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,409,218
- Total liabilities (EOY)
- $6,369,386
- Net assets (EOY)
- $39,832
- Participant contributions
- $9,536,712
- Total income / additions
- $9,587,738
- Benefits paid
- $9,515,547
- Administrative expenses
- $51,059
- Total expenses
- $9,566,606
- Net increase / (decrease)
- $21,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First National Bank | NONE | $26,759 | not reported in the loaded dataset |
| Odonnell, Ficenec, Wills & Ferdig, | ACCOUNTANT | $15,543 | not reported in the loaded dataset |