2023 Form 5500 filing — Neca-Ibew 1205 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 20240712142239NAL0011359715001) for Neca-Ibew 1205 Pension Fund, reported by Trustees Of Neca-Ibew 1205 Pension Fund under EIN 59-3106802 and plan number 001. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712142239NAL0011359715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Neca-Ibew 1205 Pension Fund
- EIN
- 59-3106802
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,592,295
- Total liabilities (EOY)
- $15,310
- Net assets (EOY)
- $47,576,985
- Employer contributions
- $2,809,802
- Total income / additions
- $9,217,142
- Benefits paid
- $836,635
- Administrative expenses
- $425,500
- Total expenses
- $1,262,135
- Net increase / (decrease)
- $7,955,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $211,178 | not reported in the loaded dataset |
| National Employee Benefits Administ | NONE | $78,000 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren | NONE | $51,008 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $34,731 | not reported in the loaded dataset |
| Sawgrass Asset Management LLC | NONE | $17,162 | $0 |