Plan5500

Ibew Local 968 Vacation Fund — Form 5500 plan (Ibew Local 968 Vacation Fund Joint Board Of Trustees)

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 Local 968 Vacation Fund is a benefit plan reported by Ibew Local 968 Vacation Fund Joint Board Of Trustees under EIN 55-0672681 and plan number 501. The latest loaded filing year is 2023. The filing reports 282 participants and $1,431,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local 968 Vacation Fund Joint Board Of Trustees
EIN
55-0672681
Plan number
501
Plan type
1
Location
Parkersburg, WV
Latest filing year
2023
Participants
282
End-of-year plan assets
$1,431,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240809122124NAL0006367841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,431,752
Total liabilities (EOY)
$1,431,752
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Participant contributions
$2,233,059
Total contributions
$2,233,059
Total income / additions
$2,234,433

Expenses & distributions

Benefits paid
$2,216,550
Administrative expenses
$17,883
Total expenses
$2,234,433
Net increase / (decrease)
$0

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Union Trades Federal Credit UnionNONE$7,805not reported in the loaded dataset2023
Gray, Griffith & MaysNONE$5,584not reported in the loaded dataset2023

Related Form 5500 pages