Hrsa-Ila Vacation & Holiday Fund — Form 5500 plan (Board Of Trustees Of The Hrsa-Ila Vacation & Holiday 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, Hrsa-Ila Vacation & Holiday Fund is a benefit plan reported by Board Of Trustees Of The Hrsa-Ila Vacation & Holiday Fund under EIN 54-1220256 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,359 participants and $237,488 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Vacation & Holiday Fund
- EIN
- 54-1220256
- Plan number
- 501
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 2,359
- End-of-year plan assets
- $237,488
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,359 | H, C | 20250715073933NAL0001143539004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $237,488
- Total liabilities (EOY)
- $26,150,582
- Net assets (EOY)
- -$25,913,094
- Net assets (BOY)
- -$24,470,951
Income & contributions
- Total income / additions
- $487
Expenses & distributions
- Benefits paid
- $26,153,263
- Administrative expenses
- $371,116
- Total expenses
- $26,524,379
- Net increase / (decrease)
- -$26,523,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED PARTY | $120,441 | not reported in the loaded dataset | 2023 |
| Basys, LLC | NONE | $43,973 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $21,820 | not reported in the loaded dataset | 2023 |
| Divaris | NONE | $20,593 | not reported in the loaded dataset | 2023 |
| Woods Rogers Vandeventer Black Plc | NONE | $7,619 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $5,193 | not reported in the loaded dataset | 2023 |
| Towne Insurance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hrsa-Ila Vacation & Holiday Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Hrsa-Ila Fringe Benefit Escrow Fund — Schedule C compensation
- Basys, LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Divaris — Schedule C compensation
- Woods Rogers Vandeventer Black Plc — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Towne Insurance — Schedule C compensation