2023 Form 5500 filing — Ibew Local No 640 & Az Chapter Neca Defined Contribution 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 20241002112307NAL0008712177001) for Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan, reported by B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan under EIN 86-0323980 and plan number 002. It reports 3,942 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112307NAL0008712177001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan
- EIN
- 86-0323980
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 3,942
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,725,104
- Total liabilities (EOY)
- $388,034
- Net assets (EOY)
- $119,337,070
- Employer contributions
- $10,258,864
- Total income / additions
- $25,522,007
- Benefits paid
- $5,625,417
- Administrative expenses
- $823,075
- Total expenses
- $6,448,492
- Net increase / (decrease)
- $19,073,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial Group | NONE | $481,877 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $114,622 | not reported in the loaded dataset |
| Alan D Biller & Associates | NONE | $87,193 | not reported in the loaded dataset |
| The Segal Company | NONE | $34,607 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $27,081 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $19,361 | not reported in the loaded dataset |
| International Printing Co | NONE | $18,315 | not reported in the loaded dataset |
| Necastar | NONE | $14,660 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $11,930 | not reported in the loaded dataset |