2023 Form 5500 filing — Neca Local 145 Ibew Welfare 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 20250702112732NAL0018750192001) for Neca Local 145 Ibew Welfare Plan, reported by Neca Local 145 Welfare Fund under EIN 42-6062181 and plan number 501. It reports 1,254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702112732NAL0018750192001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Neca Local 145 Welfare Fund
- EIN
- 42-6062181
- Plan number
- 501
- Location
- Moline, IL
- Participants
- 1,254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,176,197
- Total liabilities (EOY)
- $42,154,149
- Net assets (EOY)
- $14,022,048
- Employer contributions
- $18,265,840
- Participant contributions
- $2,123,220
- Total income / additions
- $28,738,689
- Benefits paid
- $25,195,575
- Administrative expenses
- $586,172
- Total expenses
- $25,781,747
- Net increase / (decrease)
- $2,956,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $513,567 | not reported in the loaded dataset |
| Truenorth Companies, Lc | NONE | $345,536 | not reported in the loaded dataset |
| Midwest Association Of H&W Funds | RELATED PARTY | $223,085 | not reported in the loaded dataset |
| Medone, Lc | NONE | $149,837 | not reported in the loaded dataset |
| Telligen | NONE | $143,845 | not reported in the loaded dataset |
| Gallagher Benefit Services | NONE | $61,000 | not reported in the loaded dataset |
| Consociate Inc | NONE | $49,784 | not reported in the loaded dataset |
| Personal Assistance Services | NONE | $29,799 | not reported in the loaded dataset |
| Quad City Bank & Trust | NONE | $29,766 | not reported in the loaded dataset |
| Cavanagh O'Hara Llp | NONE | $29,284 | not reported in the loaded dataset |
| Sentry Health | NONE | $29,205 | not reported in the loaded dataset |
| Genesis Occupational Health | NONE | $24,676 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $20,000 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $19,325 | not reported in the loaded dataset |
| Delta Dental | NONE | $17,683 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $10,300 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $10,000 | not reported in the loaded dataset |
| Employee Tech | NONE | $6,972 | not reported in the loaded dataset |