Plan5500

United Union Of Roofers, Waterproofers & Allied Wo Local 12 Vacation Fund — Form 5500 plan (United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca)

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, United Union Of Roofers, Waterproofers & Allied Wo Local 12 Vacation Fund is a benefit plan reported by United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca under EIN 51-0488884 and plan number 501. The latest loaded filing year is 2023. The filing reports 73 participants and $82,332 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
United Union Of Roofers, Waterproofers & Allied Workers Local #12 Vaca
EIN
51-0488884
Plan number
501
Plan type
1
Location
Wallingford, CT
Latest filing year
2023
Participants
73
End-of-year plan assets
$82,332

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202373H, C20241014162423NAL0027850753003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,332
Total liabilities (EOY)
$71,161
Net assets (EOY)
$11,171
Net assets (BOY)
$9,943

Income & contributions

Employer contributions
$325,378
Total contributions
$325,378
Total income / additions
$327,209

Expenses & distributions

Benefits paid
$315,479
Administrative expenses
$10,502
Total expenses
$325,981
Net increase / (decrease)
$1,228

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beers, Hamerman, Cohen & Burger P.CNONE$7,000not reported in the loaded dataset2023

Related Form 5500 pages