2023 Form 5500 filing — Operating Engineers' Local No. 428 Vacation Savings 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 20250714190406NAL0001412193001) for Operating Engineers' Local No. 428 Vacation Savings Trust Fund, reported by Operating Engineers' Local No. 428 Vacation Savings Trust Fund under EIN 23-7135778 and plan number 501. It reports 1,961 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)$228.4KReported net assets$228,424

Participants2K1,961

Provider compensation$29.1K2 Schedule C row(s)$29,078

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250714190406NAL0001412193001
Plan sponsor: Operating Engineers' Local No. 428 Vacation Savings Trust Fund
EIN: 23-7135778
Plan number: 501
Location: Phoenix, AZ
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)$1.9M total assets

Net assets$228.4KLiabilities$1.6M

Money in vs. money out

Total income / additions$1.7M

Total expenses$1.7M

Benefits paid / distributions$1.6M

Contributions

Employer$1.6M

ParticipantNot reported

Full reported line items

Total assets (EOY): $1,872,641
Total liabilities (EOY): $1,644,217
Net assets (EOY): $228,424
Employer contributions: $1,640,338
Total income / additions: $1,717,358
Benefits paid: $1,623,043
Administrative expenses: $38,274
Total expenses: $1,661,317
Net increase / (decrease): $56,041

Schedule C

Reported service provider compensation

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

1
Southwest Service Administrators$23.5K
NONE OTHER THAN CONTRACT · Direct $23.5K
2
Baldwin Moffitt Behm Llp$5.6K
NONE OTHER THAN CONTRACT · Direct $5.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714190406NAL0001412193001 cover?: It is the 2023 Form 5500 filing for Operating Engineers' Local No. 428 Vacation Savings Trust Fund, reported by Operating Engineers' Local No. 428 Vacation Savings Trust Fund (EIN 23-7135778).
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).