2023 Form 5500 filing — Neca Local 145 Ibew Annuity And Profit Sharing Pla
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 20241111152344NAL0015159009003) for Neca Local 145 Ibew Annuity And Profit Sharing Pla, reported by Neca Local 145 I.B.E.W Annuity And Profi under EIN 36-3730534 and plan number 002. It reports 1,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111152344NAL0015159009003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Neca Local 145 I.B.E.W Annuity And Profi
- EIN
- 36-3730534
- Plan number
- 002
- Location
- Moline, IL
- Participants
- 1,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,815,660
- Total liabilities (EOY)
- $207,448
- Net assets (EOY)
- $152,608,212
- Employer contributions
- $8,712,520
- Total income / additions
- $30,477,627
- Benefits paid
- $6,915,140
- Administrative expenses
- $87,636
- Total expenses
- $7,002,776
- Net increase / (decrease)
- $23,474,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rj Lee LLC | NONE | $32,968 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $10,000 | not reported in the loaded dataset |
| Mccarthy Callas & Feeney Pc | NONE | $7,656 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $5,500 | not reported in the loaded dataset |