Plan5500

Carolinas Electrical Workers Vacation Fund — Form 5500 plan (Board Of Trustees Of Carolinas Electrical Workers 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, Carolinas Electrical Workers Vacation Fund is a benefit plan reported by Board Of Trustees Of Carolinas Electrical Workers Vacation Fund under EIN 86-1444655 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,408 participants and $425,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Carolinas Electrical Workers Vacation Fund
EIN
86-1444655
Plan number
501
Plan type
1
Location
Salt Lake City, UT
Latest filing year
2023
Participants
1,408
End-of-year plan assets
$425,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,408H, C20241014082213NAL0025717585005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$425,465
Total liabilities (EOY)
$220,225
Net assets (EOY)
$205,240
Net assets (BOY)
$163,387

Income & contributions

Employer contributions
$857,241
Total contributions
$857,241
Total income / additions
$857,241

Expenses & distributions

Benefits paid
$785,639
Administrative expenses
$29,749
Total expenses
$815,388
Net increase / (decrease)
$41,853

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
CompusysNONE$14,400not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$10,500not reported in the loaded dataset2023

Related Form 5500 pages