Ibew Vacation Fund — Form 5500 plan (Board Of Trustees Of Ibew Vacation Fund)

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, Ibew Vacation Fund is a benefit plan reported by Board Of Trustees Of Ibew Vacation Fund under EIN 43-0647886 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,194 participants and $27,579,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Ibew Vacation Fund
EIN
43-0647886
Plan number
501
Plan type
1
Location
St. Louis, MO
Latest filing year
2023
Participants
4,194
End-of-year plan assets
$27,579,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,194H, C20240809150736NAL0006433361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,579,044
Total liabilities (EOY)
$27,447,139
Net assets (EOY)
$131,905
Net assets (BOY)
-$350,967

Income & contributions

Employer contributions
$26,637,724
Total contributions
$26,637,724
Total income / additions
$27,829,073

Expenses & distributions

Benefits paid
$27,063,740
Administrative expenses
$282,461
Total expenses
$27,346,201
Net increase / (decrease)
$482,872

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ibew-Neca Service CenterCOMMON AFFILIATION$97,904not reported in the loaded dataset2023
Anders Minkler Huber Helm LlpNONE$37,299not reported in the loaded dataset2023
Commerce BankNONE$36,841not reported in the loaded dataset2023

Related Form 5500 pages