Operating Engineers' Local No. 324 Vacation And Holiday Fund Of Michigan — Form 5500 plan (Joint Board Of Trustees Operating Engineers Local 324)
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, Operating Engineers' Local No. 324 Vacation And Holiday Fund Of Michigan is a benefit plan reported by Joint Board Of Trustees Operating Engineers Local 324 under EIN 38-6195525 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,722 participants and $30,755,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Operating Engineers Local 324
- EIN
- 38-6195525
- Plan number
- 501
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 7,722
- End-of-year plan assets
- $30,755,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,722 | H, C | 20250210090952NAL0034334338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,755,729
- Total liabilities (EOY)
- $29,062,971
- Net assets (EOY)
- $1,692,758
- Net assets (BOY)
- $822,308
Income & contributions
- Employer contributions
- $73,955,653
- Total contributions
- $73,955,653
- Total income / additions
- $75,073,568
Expenses & distributions
- Benefits paid
- $74,015,076
- Administrative expenses
- $188,042
- Total expenses
- $74,203,118
- Net increase / (decrease)
- $870,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Solxsys Administrative Solutions | NONE KNOWN | $50,981 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $23,000 | not reported in the loaded dataset | 2023 |
| Stefansky, Holloway & Nichols, Inc. | NONE KNOWN | $18,898 | not reported in the loaded dataset | 2023 |
| Weisman, Young & Ruemenapp, P.C. | NONE KNOWN | $15,533 | not reported in the loaded dataset | 2023 |
| Asherkelly | NONE KNOWN | $10,840 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Operating Engineers Local 324
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Solxsys Administrative Solutions — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Stefansky, Holloway & Nichols, Inc. — Schedule C compensation
- Weisman, Young & Ruemenapp, P.C. — Schedule C compensation
- Asherkelly — Schedule C compensation