2023 Form 5500 filing — Ibew-Neca Retirement 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 20241014124535NAL0014942659003) for Ibew-Neca Retirement Plan, reported by Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257 under EIN 43-1188395 and plan number 001. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124535NAL0014942659003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257
- EIN
- 43-1188395
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,014,719
- Total liabilities (EOY)
- $39,150
- Net assets (EOY)
- $191,975,569
- Employer contributions
- $6,819,275
- Total income / additions
- $39,576,353
- Benefits paid
- $8,867,083
- Administrative expenses
- $224,003
- Total expenses
- $9,091,086
- Net increase / (decrease)
- $30,485,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $120,926 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $34,863 | not reported in the loaded dataset |
| Scarborough Alliance Group | NONE | $20,667 | not reported in the loaded dataset |
| Marquette & Associates | NONE | $20,000 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $17,934 | not reported in the loaded dataset |