Plan5500

I.B.E.W. Local 1049 Vacation Fund — Form 5500 plan (Board Of Trustees I.B.E.W. Local)

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, I.B.E.W. Local 1049 Vacation Fund is a benefit plan reported by Board Of Trustees I.B.E.W. Local under EIN 11-3322904 and plan number 502. The latest loaded filing year is 2023. The filing reports 186 participants and $502,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees I.B.E.W. Local
EIN
11-3322904
Plan number
502
Plan type
1
Location
Holtsville, NY
Latest filing year
2023
Participants
186
End-of-year plan assets
$502,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241012100201NAL0024381089003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$502,880
Total liabilities (EOY)
$8,589
Net assets (EOY)
$494,291
Net assets (BOY)
$560,740

Income & contributions

Total income / additions
$16,874

Expenses & distributions

Benefits paid
$48,612
Administrative expenses
$34,711
Total expenses
$83,323
Net increase / (decrease)
-$66,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Holm & Ohara, LlpUNION ATTORNEY$8,716not reported in the loaded dataset2023
Gould, Kobrick, & Schlapp, P.C.UNION ACCOUNTANT$7,500not reported in the loaded dataset2023

Related Form 5500 pages