2023 Form 5500 filing — Ibew-Neca Vacation Fund, Local 257
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 20240927112248NAL0001026003005) for Ibew-Neca Vacation Fund, Local 257, reported by Board Of Trustees Ibew-Neca Vacation Fund, Local 257 under EIN 43-6107665 and plan number 501. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$245.7KReported net assets$245,732
Participants621
Provider compensation$95.6K2 Schedule C row(s)$95,643
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927112248NAL0001026003005
- Plan sponsor
- Board Of Trustees Ibew-Neca Vacation Fund, Local 257
- EIN
- 43-6107665
- Plan number
- 501
- Location
- St. Louis, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.5M total assets
Net assets$245.7KLiabilities$2.3M
Full reported line items
- Total assets (EOY)
- $2,531,796
- Total liabilities (EOY)
- $2,286,064
- Net assets (EOY)
- $245,732
- Employer contributions
- $3,183,987
- Total income / additions
- $3,254,517
- Benefits paid
- $3,132,778
- Administrative expenses
- $95,660
- Total expenses
- $3,228,438
- Net increase / (decrease)
- $26,079
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $68,120 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $27,523 | not reported in the loaded dataset |