2023 Form 5500 filing — I.B.E.W. Local Union No. 595 Vacation Plan
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 20250813105505NAL0020041650001) for I.B.E.W. Local Union No. 595 Vacation Plan, reported by Board Of Trustees, I.B.E.W. Local Union No. 595 under EIN 94-3161563 and plan number 501. It reports 1,532 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813105505NAL0020041650001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, I.B.E.W. Local Union No. 595
- EIN
- 94-3161563
- Plan number
- 501
- Location
- Pleasanton, CA
- Participants
- 1,532
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,579,181
- Total liabilities (EOY)
- $5,693,065
- Net assets (EOY)
- $886,116
- Employer contributions
- $16,438,126
- Total income / additions
- $16,661,384
- Benefits paid
- $16,405,593
- Administrative expenses
- $145,675
- Total expenses
- $16,551,268
- Net increase / (decrease)
- $110,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $78,161 | not reported in the loaded dataset |
| Electrical Industry Service Corp. | RELATED ORGANIZATION | $33,660 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $9,520 | not reported in the loaded dataset |