Plan5500

Operating Engineers Local 101 Vacation Fund — Form 5500 plan (Board Of Trustees Of Operating Engineers Local 101 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, Operating Engineers Local 101 Vacation Fund is a benefit plan reported by Board Of Trustees Of Operating Engineers Local 101 Vacation Fund under EIN 43-1077518 and plan number 502. The latest loaded filing year is 2023. The filing reports 3,845 participants and $1,475,508 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5MPlan net assets, end of year$1,475,160
Participants3.8KCovered participants reported3,845
Assets / participant$384Computed: assets ÷ participants$384 (computed)
Provider compensation$35.1K2 Schedule C provider row(s)$35,070
Plan sponsor
Board Of Trustees Of Operating Engineers Local 101 Vacation Fund
EIN
43-1077518
Plan number
502
Plan type
1
Location
Kansas City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,845H, C20250310143447NAL0008464563001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$348
Money in vs. money out
Total income / additions$6.2M
Total expenses$5.8M
Benefits paid / distributions$5.8M
Contributions
Employer$6.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,475,508
Total liabilities (EOY)
$348
Net assets (EOY)
$1,475,160
Net assets (BOY)
$1,113,393

Income & contributions

Employer contributions
$6,136,917
Total contributions
$6,136,917
Total income / additions
$6,205,983

Expenses & distributions

Benefits paid
$5,798,336
Administrative expenses
$45,880
Total expenses
$5,844,216
Net increase / (decrease)
$361,767
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets396%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Compusys Inc Of UtahNONE$19,771not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$15,299not reported in the loaded dataset2023

Related Form 5500 pages