2023 Form 5500 filing — Neca Ibew # 176 Health And 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 20250311145838NAL0010792499001) for Neca Ibew # 176 Health And Welfare Fund, reported by Trustees Of Neca Ibew # 176 Health And Welfare Fund under EIN 36-1264190 and plan number 501. It reports 1,613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311145838NAL0010792499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Neca Ibew # 176 Health And Welfare Fund
- EIN
- 36-1264190
- Plan number
- 501
- Location
- Joliet, IL
- Participants
- 1,613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,481,498
- Total liabilities (EOY)
- $31,140,957
- Net assets (EOY)
- $31,340,541
- Employer contributions
- $29,822,915
- Participant contributions
- $444,212
- Total income / additions
- $34,453,009
- Benefits paid
- $33,751,956
- Administrative expenses
- $1,097,803
- Total expenses
- $34,849,759
- Net increase / (decrease)
- -$396,750
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marathon Health | NONE | $878,779 | not reported in the loaded dataset |
| Blue Cross/Blue Shield Of Il | NONE | $557,709 | $0 |
| Zenith Administrators | NONE | $515,325 | not reported in the loaded dataset |
| Union Eyes | NONE | $422,079 | not reported in the loaded dataset |
| Labor First LLC | NONE | $266,721 | not reported in the loaded dataset |
| Arnold & Kadjan | NONE | $157,236 | not reported in the loaded dataset |
| Future Diagnostics Group, LLC | NONE | $76,230 | not reported in the loaded dataset |
| Income Research & Mgmt | NONE | $66,744 | not reported in the loaded dataset |
| Tfbc | NONE | $65,723 | not reported in the loaded dataset |
| Richard J Wolf & Company | NONE | $54,035 | not reported in the loaded dataset |
| Inetico Dba Valenz Care | NONE | $50,621 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $46,625 | not reported in the loaded dataset |
| Sav Rx | NONE | $34,857 | not reported in the loaded dataset |
| Employee Resource Systems | NONE | $34,800 | not reported in the loaded dataset |
| Greenberg Traurig Llp | NONE | $27,500 | not reported in the loaded dataset |
| National Investment Services | NONE | $23,612 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $20,358 | not reported in the loaded dataset |
| Dental Network Of America | NONE | $18,517 | not reported in the loaded dataset |
| Marquette And Associates | NONE | $17,000 | not reported in the loaded dataset |
| Morgan Birge And Associates | NONE | $7,343 | not reported in the loaded dataset |
| Nick Olson | TRUSTEE | $7,244 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $5,770 | not reported in the loaded dataset |
| Midwest Institutional Trust | NONE | $4,855 | $0 |