2023 Form 5500 filing — Ibew Local Union No. 22/Neca Defined Benefit Pension Fund, Plan A
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710091507NAL0023705920001) for Ibew Local Union No. 22/Neca Defined Benefit Pension Fund, Plan A, reported by Ibew Local Union No. 22/Neca Joint Board Of Trustees under EIN 47-6061061 and plan number 001. It reports 2,566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710091507NAL0023705920001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union No. 22/Neca Joint Board Of Trustees
- EIN
- 47-6061061
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 2,566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $188,741,011
- Total liabilities (EOY)
- $148,967
- Net assets (EOY)
- $188,592,044
- Employer contributions
- $10,404,209
- Total income / additions
- $29,767,583
- Benefits paid
- $7,040,712
- Administrative expenses
- $679,522
- Total expenses
- $7,720,234
- Net increase / (decrease)
- $22,047,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | not reported in the loaded dataset | $151,477 | not reported in the loaded dataset |
| First National Bank Of Omaha | not reported in the loaded dataset | $102,693 | $0 |
| Pioneer Institutional Asset Mgmt | not reported in the loaded dataset | $89,348 | $0 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $75,085 | not reported in the loaded dataset |
| Asset Consulting Group, LLC | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | not reported in the loaded dataset | $40,708 | not reported in the loaded dataset |
| Deboer & Associates, Pc | not reported in the loaded dataset | $22,299 | not reported in the loaded dataset |