2023 Form 5500 filing — Ibew Local 701 Vacation Trust 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 20250205100229NAL0009656657001) for Ibew Local 701 Vacation Trust Fund, reported by Board Of Trustees-Ibew Local 701 Vacation Trust Fund under EIN 36-2942688 and plan number 502. It reports 1,362 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$531.5KReported net assets$531,520
Participants1.4K1,362
Provider compensation$17.9K2 Schedule C row(s)$17,860
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250205100229NAL0009656657001
Plan sponsor
Board Of Trustees-Ibew Local 701 Vacation Trust Fund
EIN
36-2942688
Plan number
502
Location
Warrenville, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.4M total assets
Net assets$531.5KLiabilities$3.8M
Money in vs. money out
Total income / additions$14.7M
Total expenses$14.6M
Benefits paid / distributions$14.5M
Contributions
Employer$14.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,369,625
Total liabilities (EOY)
$3,838,105
Net assets (EOY)
$531,520
Employer contributions
$14,502,325
Total income / additions
$14,663,680
Benefits paid
$14,541,391
Administrative expenses
$48,262
Total expenses
$14,589,653
Net increase / (decrease)
$74,027
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $12.7K
  2. 2
    NONE · Direct $5.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250205100229NAL0009656657001 cover?
It is the 2023 Form 5500 filing for Ibew Local 701 Vacation Trust Fund, reported by Board Of Trustees-Ibew Local 701 Vacation Trust Fund (EIN 36-2942688).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages