2023 Form 5500 filing — Ibew Local 531 & Neca Money Purchase Pension 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 20250210124701NAL0034970610001) for Ibew Local 531 & Neca Money Purchase Pension Plan, reported by Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan under EIN 35-6068417 and plan number 002. It reports 604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210124701NAL0034970610001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan
- EIN
- 35-6068417
- Plan number
- 002
- Location
- Laporte, IN
- Participants
- 604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,851,660
- Total liabilities (EOY)
- $373,305
- Net assets (EOY)
- $120,478,355
- Employer contributions
- $8,117,508
- Total income / additions
- $22,574,043
- Benefits paid
- $3,096,005
- Administrative expenses
- $249,891
- Total expenses
- $3,345,896
- Net increase / (decrease)
- $19,228,147
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $85,105 | $0 |
| Zenith American Solutions | NONE | $32,549 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $28,000 | not reported in the loaded dataset |
| The Segal Company (Midwest) Inc. | NONE | $21,959 | $0 |
| Legacy Professionals Llp | NONE | $17,500 | not reported in the loaded dataset |
| May, Oberfell, Lorber | NONE | $9,122 | not reported in the loaded dataset |
| L.M. Henderson | NONE | $7,284 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $7,027 | not reported in the loaded dataset |