2023 Form 5500 filing — Ibew-Neca Stable Value Trust

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 20241007110721NAL0007511987001) for Ibew-Neca Stable Value Trust, reported by Invesco Trust Company under EIN 93-6223188 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$3.8BReported net assets$3,810,672,436
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007110721NAL0007511987001
Plan sponsor
Invesco Trust Company
EIN
93-6223188
Plan number
001
Location
Atlanta, GA
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)$3.8B total assets
Net assets$3.8BLiabilities$722.6K
Money in vs. money out
Total income / additions$116.2M
Total expenses$9M
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$3,811,395,024
Total liabilities (EOY)
$722,588
Net assets (EOY)
$3,810,672,436
Total income / additions
$116,185,281
Benefits paid
$0
Administrative expenses
$9,010,872
Total expenses
$9,010,872
Net increase / (decrease)
$107,174,409

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007110721NAL0007511987001 cover?
It is the 2023 Form 5500 filing for Ibew-Neca Stable Value Trust, reported by Invesco Trust Company (EIN 93-6223188).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages