B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan (EIN 86-6089862) is a plan sponsor located in Phoenix, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 86-6089862
- Location
- Phoenix, AZ
- Loaded plans
- 2
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $148,875,448
- Total reported liabilities (EOY)
- $11,672
- Total reported net assets (EOY)
- $148,863,776
Contributions & income
- Employer contributions
- $6,417,155
- Total income / additions
- $25,318,889
Expenses & distributions
- Benefits paid / distributions
- $6,963,958
- Total expenses
- $8,116,755
- Net increase / (decrease)
- $17,202,134
Coverage
- Total reported participants
- 2,967
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan | 001 | 1,483 | $110,474,890 | 2023 |
| Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity | 002 | 1,484 | $38,400,558 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan | 1,483 | H, C | 20241002112146NAL0014859632001 |
| 2023 | Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity | 1,484 | H, C | 20241002112204NAL0008711425001 |