2023 Form 5500 filing — Indianhead Neca - Ibew Local 14 Welfare 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 20241118100009NAL0001943488001) for Indianhead Neca - Ibew Local 14 Welfare Fund, reported by Indianhead Neca - Ibew Local 14 Welfare Fund under EIN 39-6107561 and plan number 501. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118100009NAL0001943488001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Indianhead Neca - Ibew Local 14 Welfare Fund
- EIN
- 39-6107561
- Plan number
- 501
- Location
- Fall Creek, WI
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,585,052
- Total liabilities (EOY)
- $6,900
- Net assets (EOY)
- $1,578,152
- Employer contributions
- $569,629
- Total income / additions
- $631,105
- Benefits paid
- $342,600
- Administrative expenses
- $20,116
- Total expenses
- $362,716
- Net increase / (decrease)
- $268,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bauman Associates, Ltd. | NONE | $6,900 | not reported in the loaded dataset |