Plan5500

Union Employees' Vacation Savings And Supplemental Dues Trust Fund — Form 5500 plan (Board Of Trustee, Union Employees' Vacation Savings)

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, Union Employees' Vacation Savings And Supplemental Dues Trust Fund is a benefit plan reported by Board Of Trustee, Union Employees' Vacation Savings under EIN 95-3618401 and plan number 501. The latest loaded filing year is 2023. The filing reports 662 participants and $1,252,480 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$39.1KPlan net assets, end of year-$39,146
Participants662Covered participants reported
Assets / participant$1.9KComputed: assets ÷ participants$1,892 (computed)
Provider compensation$14K1 Schedule C provider row(s)$14,000
Plan sponsor
Board Of Trustee, Union Employees' Vacation Savings
EIN
95-3618401
Plan number
501
Plan type
1
Location
Riverside, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    662 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.3M total assets
Net assets-$39.1KLiabilities$1.3M
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,252,480
Total liabilities (EOY)
$1,291,626
Net assets (EOY)
-$39,146
Net assets (BOY)
-$50,881

Income & contributions

Employer contributions
$1,069,582
Total contributions
$1,224,078
Total income / additions
$1,260,574

Expenses & distributions

Benefits paid
$1,224,078
Administrative expenses
$24,761
Total expenses
$1,248,839
Net increase / (decrease)
$11,735
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income97%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Miller Kaplan Arase Llp$14K
    NONE · Direct $14K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Union Employees' Vacation Savings And Supplemental Dues Trust Fund?
Union Employees' Vacation Savings And Supplemental Dues Trust Fund is reported as sponsored by Board Of Trustee, Union Employees' Vacation Savings (EIN 95-3618401, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Union Employees' Vacation Savings And Supplemental Dues Trust Fund?
The latest Form 5500 filing year loaded for Union Employees' Vacation Savings And Supplemental Dues Trust Fund is 2023.
How many participants does Union Employees' Vacation Savings And Supplemental Dues Trust Fund report?
Union Employees' Vacation Savings And Supplemental Dues Trust Fund reports 662 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Union Employees' Vacation Savings And Supplemental Dues Trust Fund?
Union Employees' Vacation Savings And Supplemental Dues Trust Fund reports $1,252,480 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages