2023 Form 5500 filing — Ibew Local 531 & Neca 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 20250902113209NAL0029366322001) for Ibew Local 531 & Neca Pension Plan, reported by Trustees Of Ibew Local 531 & Neca Pension Plan under EIN 35-6068417 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
- 20250902113209NAL0029366322001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 531 & Neca Pension Plan
- EIN
- 35-6068417
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 870
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,438,444
- Total liabilities (EOY)
- $265,202
- Net assets (EOY)
- $120,173,242
- Employer contributions
- $7,189,284
- Total income / additions
- $23,878,227
- Benefits paid
- $6,157,802
- Administrative expenses
- $761,834
- Total expenses
- $6,919,636
- Net increase / (decrease)
- $16,958,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Segal Company | NONE | $121,867 | $0 |
| Grosvenor | NONE | $102,727 | $0 |
| Zenith American Solutions | NONE | $77,917 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $53,958 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $53,482 | $0 |
| Lsv Asset Management | NONE | $46,206 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $30,907 | not reported in the loaded dataset |
| Western Asset Management Co. | NONE | $23,725 | not reported in the loaded dataset |
| Corbin Capital Partners Lp | NONE | $22,706 | not reported in the loaded dataset |
| Amalgamated Bank Of Ny | NONE | $20,436 | $0 |
| May Oberfell Lorber | NONE | $19,958 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | NONE | $19,302 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $16,800 | not reported in the loaded dataset |
| Lm Henderson Company Llp | NONE | $15,043 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $9,322 | $0 |
| Ledbetter Partners LLC | NONE | $5,295 | not reported in the loaded dataset |
| Iron Mountain | NONE | $5,065 | not reported in the loaded dataset |