Plan5500

Steamfitters And Plumbers Local Union No. 464 Vacation Fund — Form 5500 plan (Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio)

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, Steamfitters And Plumbers Local Union No. 464 Vacation Fund is a benefit plan reported by Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio under EIN 47-0674620 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,460 participants and $6,409,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio
EIN
47-0674620
Plan number
501
Plan type
1
Location
Omaha, NE
Latest filing year
2023
Participants
1,460
End-of-year plan assets
$6,409,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,460H, C20250115103337NAL0021598993004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,409,218
Total liabilities (EOY)
$6,369,386
Net assets (EOY)
$39,832
Net assets (BOY)
$18,700

Income & contributions

Participant contributions
$9,536,712
Total contributions
$9,536,712
Total income / additions
$9,587,738

Expenses & distributions

Benefits paid
$9,515,547
Administrative expenses
$51,059
Total expenses
$9,566,606
Net increase / (decrease)
$21,132

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First National BankNONE$26,759not reported in the loaded dataset2023
Odonnell, Ficenec, Wills & Ferdig,ACCOUNTANT$15,543not reported in the loaded dataset2023

Related Form 5500 pages