Alton Ibew/Neca Health And Welfare Plan — Form 5500 plan (Alton Ibew/Neca Health And Welfare Plan)
Plain-English plan 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, Alton Ibew/Neca Health And Welfare Plan is a benefit plan reported by Alton Ibew/Neca Health And Welfare Plan under EIN 20-0221802 and plan number 501. The latest loaded filing year is 2023. The filing reports 248 participants and $7,465,990 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alton Ibew/Neca Health And Welfare Plan
- EIN
- 20-0221802
- Plan number
- 501
- Plan type
- 1
- Location
- Saint Louis, MO
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $7,465,990
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20250814084233NAL0008944467002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,465,990
- Total liabilities (EOY)
- $3,661,784
- Net assets (EOY)
- $3,804,206
- Net assets (BOY)
- $2,428,958
Income & contributions
- Employer contributions
- $5,351,545
- Participant contributions
- $314,665
- Total contributions
- $6,375,599
- Total income / additions
- $7,122,358
Expenses & distributions
- Benefits paid
- $5,489,542
- Administrative expenses
- $257,568
- Total expenses
- $5,747,110
- Net increase / (decrease)
- $1,375,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meritain Health | VENDOR | $113,135 | not reported in the loaded dataset | 2023 |
| Ibew/Neca Service Center | PLAN ADMINISTRATOR | $63,251 | not reported in the loaded dataset | 2023 |
| Scheffel Boyle | AUDITOR | $19,435 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan | CONSULTANT | $17,557 | not reported in the loaded dataset | 2023 |
| Hammond, Shinners, Turcotte, Larrew | LEGAL COUNSEL | $9,968 | not reported in the loaded dataset | 2023 |
| Ekon Benefits | ACTUARY | $7,306 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc | FINANCIAL ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alton Ibew/Neca Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Saint Louis, MO
- Meritain Health — Schedule C compensation
- Ibew/Neca Service Center — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Marsh & Mclennan — Schedule C compensation
- Hammond, Shinners, Turcotte, Larrew — Schedule C compensation
- Ekon Benefits — Schedule C compensation
- Vanguard Group Inc — Schedule C compensation