2023 Form 5500 filing — Operating Engineers' Local No. 324 Vacation And Holiday Fund Of Michigan
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 20250210090952NAL0034334338001) for Operating Engineers' Local No. 324 Vacation And Holiday Fund Of Michigan, reported by Joint Board Of Trustees Operating Engineers Local 324 under EIN 38-6195525 and plan number 501. It reports 7,722 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210090952NAL0034334338001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Operating Engineers Local 324
- EIN
- 38-6195525
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 7,722
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,755,729
- Total liabilities (EOY)
- $29,062,971
- Net assets (EOY)
- $1,692,758
- Employer contributions
- $73,955,653
- Total income / additions
- $75,073,568
- Benefits paid
- $74,015,076
- Administrative expenses
- $188,042
- Total expenses
- $74,203,118
- Net increase / (decrease)
- $870,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Solxsys Administrative Solutions | NONE KNOWN | $50,981 | not reported in the loaded dataset |
| Plante & Moran, Pllc | NONE KNOWN | $23,000 | not reported in the loaded dataset |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $18,898 | not reported in the loaded dataset |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $15,533 | not reported in the loaded dataset |
| Asherkelly | NONE KNOWN | $10,840 | not reported in the loaded dataset |