Ibew No 271 Neca Health & Benefit Fund — Form 5500 plan (Ibew No 271 Neca Health & Benefit Fund)
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, Ibew No 271 Neca Health & Benefit Fund is a benefit plan reported by Ibew No 271 Neca Health & Benefit Fund under EIN 20-0520351 and plan number 501. The latest loaded filing year is 2023. The filing reports 635 participants and $20,020,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew No 271 Neca Health & Benefit Fund
- EIN
- 20-0520351
- Plan number
- 501
- Plan type
- 1
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 635
- End-of-year plan assets
- $20,020,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 635 | H, C | 20241014113010NAL0013204627005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,020,493
- Total liabilities (EOY)
- $850,500
- Net assets (EOY)
- $19,169,993
- Net assets (BOY)
- $17,477,604
Income & contributions
- Employer contributions
- $11,778,610
- Participant contributions
- $195,963
- Total contributions
- $11,974,573
- Total income / additions
- $13,184,898
Expenses & distributions
- Benefits paid
- $11,218,960
- Administrative expenses
- $273,549
- Total expenses
- $11,492,509
- Net increase / (decrease)
- $1,692,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meier & Meier | CONSULTANT/BROKER | $74,936 | not reported in the loaded dataset | 2023 |
| William C Earhart | CONTRACT ADMINISTRATOR | $57,253 | not reported in the loaded dataset | 2023 |
| Financial Counselors, Inc. | INVESTMENT CUSTODIAN | $37,875 | not reported in the loaded dataset | 2023 |
| Morrow & Co, LLC | AUDITOR | $30,574 | not reported in the loaded dataset | 2023 |
| Emprise Bank | CUSTODIAN | $29,311 | not reported in the loaded dataset | 2023 |
| Spencer Fane Llp | LEGAL | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew No 271 Neca Health & Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Meier & Meier — Schedule C compensation
- William C Earhart — Schedule C compensation
- Financial Counselors, Inc. — Schedule C compensation
- Morrow & Co, LLC — Schedule C compensation
- Emprise Bank — Schedule C compensation
- Spencer Fane Llp — Schedule C compensation