2023 Form 5500 filing — Bac Southern Region 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 20250501113620NAL0003094401001) for Bac Southern Region Vacation Trust Fund, reported by Board Of Trustees Of The Bac Southern Region Vacation Fund under EIN 73-1026026 and plan number 501. It reports 3,295 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)$183.9KReported net assets$183,942
Participants3.3K3,295
Provider compensation$56.7K2 Schedule C row(s)$56,693
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250501113620NAL0003094401001
- Plan sponsor
- Board Of Trustees Of The Bac Southern Region Vacation Fund
- EIN
- 73-1026026
- Plan number
- 501
- Location
- Oklahoma City, OK
- Received date
- not reported in the loaded dataset
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)$735.6K total assets
Net assets$183.9KLiabilities$551.7K
Full reported line items
- Total assets (EOY)
- $735,604
- Total liabilities (EOY)
- $551,662
- Net assets (EOY)
- $183,942
- Participant contributions
- $1,532,803
- Total income / additions
- $1,620,711
- Benefits paid
- $1,617,333
- Administrative expenses
- $4,572
- Total expenses
- $1,621,905
- Net increase / (decrease)
- -$1,194
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luton & Company, Pllc | THIRD PARTY ADMINISTRATOR | $46,693 | not reported in the loaded dataset |
| Kalifeh Bedsole Adams, Pc | PLAN AUDITOR | $10,000 | not reported in the loaded dataset |