2023 Form 5500 filing — Construction Teamsters Vacation- Holiday-Sick Trust
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 20250115155503NAL0011889203001) for Construction Teamsters Vacation- Holiday-Sick Trust, reported by Board Of Trustees, Construction Teamsters Vacation- under EIN 95-6195838 and plan number 501. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115155503NAL0011889203001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Construction Teamsters Vacation-
- EIN
- 95-6195838
- Plan number
- 501
- Location
- Covina, CA
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,904,975
- Total liabilities (EOY)
- $2,364,097
- Net assets (EOY)
- $540,878
- Employer contributions
- $2,480,983
- Total income / additions
- $2,548,671
- Benefits paid
- $2,252,917
- Administrative expenses
- $210,854
- Total expenses
- $2,463,771
- Net increase / (decrease)
- $84,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions, Inc. | NONE | $151,329 | $0 |
| Miller Kaplan Arase Llp | NONE | $26,500 | $0 |
| Mufg Union Bank, N.A. | NONE | $12,876 | $0 |
| Bush Gottlieb, A Law Corporation | NONE | $6,952 | $0 |