2023 Form 5500 filing — Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust 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 20250411152512NAL0044455394001) for Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust Fund, reported by Board Of Trustees, Ibew Local 952 Ventura Division under EIN 95-6397996 and plan number 001. It reports 870 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411152512NAL0044455394001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 952 Ventura Division
- EIN
- 95-6397996
- Plan number
- 001
- Location
- Fresno, CA
- Participants
- 870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,355,313
- Total liabilities (EOY)
- $241,274
- Net assets (EOY)
- $118,114,039
- Employer contributions
- $8,184,371
- Total income / additions
- $19,966,947
- Benefits paid
- $11,411,512
- Administrative expenses
- $847,540
- Total expenses
- $12,259,052
- Net increase / (decrease)
- $7,707,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $126,778 | not reported in the loaded dataset |
| Benefit Administration Corporation | NONE | $105,151 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $85,327 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $80,624 | not reported in the loaded dataset |
| Alan Biller And Associates | NONE | $70,000 | not reported in the loaded dataset |
| Us Bank | NONE | $47,109 | not reported in the loaded dataset |
| Arrowstreet Capital | NONE | $43,656 | $0 |
| Jp Morgan Chase Bank N.A. | NONE | $41,987 | not reported in the loaded dataset |
| Wellington Trust Company | NONE | $38,012 | $0 |
| Washington Capital Management, Inc. | NONE | $37,493 | not reported in the loaded dataset |
| Audax Management Company | NONE | $32,918 | not reported in the loaded dataset |
| Neuberger Berman Trust Company | NONE | $29,365 | $0 |
| Gilbert & Sackman | NONE | $25,946 | not reported in the loaded dataset |
| Jp Morgan Chase Bank, National Assn | NONE | $15,951 | not reported in the loaded dataset |
| William Blair Collective Invest. Tr | NONE | $8,379 | not reported in the loaded dataset |