2023 Form 5500 filing — Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan
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 20241002112146NAL0014859632001) for Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan, reported by B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan under EIN 86-6089862 and plan number 001. It reports 1,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112146NAL0014859632001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan
- EIN
- 86-6089862
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,474,890
- Total liabilities (EOY)
- $6,609
- Net assets (EOY)
- $110,468,281
- Employer contributions
- $3,741,691
- Total income / additions
- $18,562,446
- Benefits paid
- $5,901,139
- Administrative expenses
- $899,353
- Total expenses
- $6,800,492
- Net increase / (decrease)
- $11,761,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | NONE OTHER THAN CONTRACT | $279,896 | not reported in the loaded dataset |
| The Segal Company | NONE OTHER THAN CONTRACT | $133,182 | not reported in the loaded dataset |
| Wellesley Asset Management | NONE OTHER THAN CONTRACT | $95,253 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $79,985 | not reported in the loaded dataset |
| Balyasny Asset Management L.P. | NONE OTHER THAN CONTRACT | $70,235 | not reported in the loaded dataset |
| Wcm Investment Management | NONE OTHER THAN CONTRACT | $62,069 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $30,576 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $28,440 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly Plc | NONE OTHER THAN CONTRACT | $24,185 | not reported in the loaded dataset |
| Letterstream | NONE | $9,456 | not reported in the loaded dataset |
| Segal Marco Consulting | NONE OTHER THAN CONTRACT | $6,975 | not reported in the loaded dataset |
| Kelly Law Group | NONE | $5,725 | not reported in the loaded dataset |