2023 Form 5500 filing — Neca-Ibew 177 Pension Fund
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 20240712142156NAL0011358755001) for Neca-Ibew 177 Pension Fund, reported by Trustees Of Neca-Ibew 177 Pension Fund under EIN 59-6976863 and plan number 001. It reports 1,443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712142156NAL0011358755001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Neca-Ibew 177 Pension Fund
- EIN
- 59-6976863
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 1,443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,372,481
- Total liabilities (EOY)
- $6,066
- Net assets (EOY)
- $129,366,415
- Employer contributions
- $5,661,093
- Total income / additions
- $21,584,311
- Benefits paid
- $6,757,289
- Administrative expenses
- $800,642
- Total expenses
- $7,557,931
- Net increase / (decrease)
- $14,026,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | NONE | $582,457 | not reported in the loaded dataset |
| National Employee Benefits Administ | NONE | $84,000 | not reported in the loaded dataset |
| Sawgrass Asset Management LLC | NONE | $41,424 | $0 |
| Legacy Professionals Llp | NONE | $36,206 | not reported in the loaded dataset |
| Smith, Gambrell & Russell, Llp | NONE | $21,349 | not reported in the loaded dataset |