2023 Form 5500 filing — Ibew 257-Neca Income Security 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 20241014125040NAL0046010224005) for Ibew 257-Neca Income Security Fund, reported by Trustees Of Ibew 257-Neca Income Security Fund under EIN 43-1845782 and plan number 501. It reports 765 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$489.2KReported net assets$489,209
Participants765
Provider compensation$76K2 Schedule C row(s)$75,977
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014125040NAL0046010224005
- Plan sponsor
- Trustees Of Ibew 257-Neca Income Security Fund
- EIN
- 43-1845782
- Plan number
- 501
- Location
- St. Louis, MO
- Received date
- not reported in the loaded dataset
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)$4M total assets
Net assets$489.2KLiabilities$3.5M
Full reported line items
- Total assets (EOY)
- $3,996,363
- Total liabilities (EOY)
- $3,507,154
- Net assets (EOY)
- $489,209
- Employer contributions
- $329,287
- Total income / additions
- $588,102
- Benefits paid
- $434,684
- Administrative expenses
- $80,124
- Total expenses
- $514,808
- Net increase / (decrease)
- $73,294
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $46,556 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $29,421 | not reported in the loaded dataset |