2023 Form 5500 filing — International Brotherhood Of Electrical Workers Local Union No. 98/Neca Scholarship 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 20241001175732NAL0007214945002) for International Brotherhood Of Electrical Workers Local Union No. 98/Neca Scholarship Fund, reported by Scholarship Fund Of The Ibew Local Union 98 under EIN 23-7861099 and plan number 509. It reports 3,547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$165.3KReported net assets$165,281
Participants3.5K3,547
Provider compensation$69K4 Schedule C row(s)$69,041
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001175732NAL0007214945002
Plan sponsor
Scholarship Fund Of The Ibew Local Union 98
EIN
23-7861099
Plan number
509
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$165.3K total assets
Net assets$165.3KLiabilities
Money in vs. money out
Total income / additions$84.2K
Total expenses$119.5K
Benefits paid / distributions$32.5K
Full reported line items
Total assets (EOY)
$165,281
Net assets (EOY)
$165,281
Total income / additions
$84,200
Benefits paid
$32,500
Administrative expenses
$87,048
Total expenses
$119,548
Net increase / (decrease)
-$35,348
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $38.4K
  2. 2
    NONE · Direct $13K
  3. 3
    NONE · Direct $12.6K
  4. 4
    Direct $5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001175732NAL0007214945002 cover?
It is the 2023 Form 5500 filing for International Brotherhood Of Electrical Workers Local Union No. 98/Neca Scholarship Fund, reported by Scholarship Fund Of The Ibew Local Union 98 (EIN 23-7861099).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages