2023 Form 5500 filing — Orange County Ibew-Neca Electrical Workers Defined Contribution 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 20250313132503NAL0012751875001) for Orange County Ibew-Neca Electrical Workers Defined Contribution Pension Plan, reported by Board Of Trustees, Orange County Ibew-Neca Electrical under EIN 76-0759816 and plan number 001. It reports 5,919 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)$301.1MReported net assets$301,141,829
Participants5.9K5,919
Provider compensation$392.8K7 Schedule C row(s)$392,767
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250313132503NAL0012751875001
- Plan sponsor
- Board Of Trustees, Orange County Ibew-Neca Electrical
- EIN
- 76-0759816
- Plan number
- 001
- Location
- San Jose, CA
- 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)$301.3M total assets
Net assets$301.1MLiabilities$165.4K
Full reported line items
- Total assets (EOY)
- $301,307,243
- Total liabilities (EOY)
- $165,414
- Net assets (EOY)
- $301,141,829
- Employer contributions
- $13,603,495
- Total income / additions
- $53,104,364
- Benefits paid
- $10,830,496
- Administrative expenses
- $650,828
- Total expenses
- $13,650,315
- Net increase / (decrease)
- $39,454,049
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $236,622 | $0 |
| United Administrative Services Inc | NONE | $53,597 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $48,000 | not reported in the loaded dataset |
| Ineich & Company Llp | NONE | $22,000 | not reported in the loaded dataset |
| Neyhart Anderson Flynn & Grosboll | NONE | $19,722 | not reported in the loaded dataset |
| Smart Source Critical Communication | NONE | $6,704 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE | $0 | $6,122 |