2023 Form 5500 filing — Neca-Ibew Local No. 364 Welfare 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 20250716121518NAL0003119153001) for Neca-Ibew Local No. 364 Welfare Trust Fund, reported by Neca-Ibew Local 364 Welfare Tr Fnd under EIN 41-1677804 and plan number 501. It reports 917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250716121518NAL0003119153001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Neca-Ibew Local 364 Welfare Tr Fnd
- EIN
- 41-1677804
- Plan number
- 501
- Location
- Lansing, MI
- Participants
- 917
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,581,440
- Total liabilities (EOY)
- $5,025,306
- Net assets (EOY)
- $45,556,134
- Employer contributions
- $27,020,243
- Participant contributions
- $1,476,038
- Total income / additions
- $33,980,237
- Benefits paid
- $20,917,987
- Administrative expenses
- $704,016
- Total expenses
- $21,622,003
- Net increase / (decrease)
- $12,358,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $451,575 | $0 |
| Tic International Co. | NONE | $201,334 | not reported in the loaded dataset |
| Hines & Associates | NONE | $106,705 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $57,131 | not reported in the loaded dataset |
| Eric J. Fernandez & Company | NONE | $31,375 | not reported in the loaded dataset |
| Total Administrative Services Corp. | NONE | $30,033 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $30,000 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $23,294 | not reported in the loaded dataset |