Plan5500

Regional District Council Vacation Trust Fund — Form 5500 plan (Board Of Trustees, Regional District Council, Vacation Trust Fu)

Plain-English plan 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, Regional District Council Vacation Trust Fund is a benefit plan reported by Board Of Trustees, Regional District Council, Vacation Trust Fu under EIN 02-0761530 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,999 participants and $1,013,257 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Regional District Council, Vacation Trust Fu
EIN
02-0761530
Plan number
501
Plan type
1
Location
Portland, OR
Latest filing year
2023
Participants
2,999
End-of-year plan assets
$1,013,257

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,999H, C20250317134254NAL0001732577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,013,257
Total liabilities (EOY)
$5,655
Net assets (EOY)
$1,007,602
Net assets (BOY)
$916,887

Income & contributions

Employer contributions
$962,607
Total contributions
$962,607
Total income / additions
$982,831

Expenses & distributions

Benefits paid
$804,601
Administrative expenses
$87,515
Total expenses
$892,116
Net increase / (decrease)
$90,715

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Withumsmith&BrownNONE$39,508not reported in the loaded dataset2023
William C. Earhart Company, Inc.NONE$31,818not reported in the loaded dataset2023

Related Form 5500 pages