2023 Form 5500 filing — Regional District Council 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 20250317134254NAL0001732577001) for Regional District Council Vacation Trust Fund, reported by Board Of Trustees, Regional District Council, Vacation Trust Fu under EIN 02-0761530 and plan number 501. It reports 2,999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317134254NAL0001732577001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Regional District Council, Vacation Trust Fu
- EIN
- 02-0761530
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 2,999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,013,257
- Total liabilities (EOY)
- $5,655
- Net assets (EOY)
- $1,007,602
- Employer contributions
- $962,607
- Total income / additions
- $982,831
- Benefits paid
- $804,601
- Administrative expenses
- $87,515
- Total expenses
- $892,116
- Net increase / (decrease)
- $90,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withumsmith&Brown | NONE | $39,508 | not reported in the loaded dataset |
| William C. Earhart Company, Inc. | NONE | $31,818 | not reported in the loaded dataset |