Ibew Afl-Cio Local Union 743 Neca Penn-Del-Jersey Chapter Reading Division Retirement Plan — Form 5500 plan (Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti)
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 Afl-Cio Local Union 743 Neca Penn-Del-Jersey Chapter Reading Division Retirement Plan is a benefit plan reported by Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti under EIN 23-2177602 and plan number 002. The latest loaded filing year is 2023. The filing reports 514 participants and $114,084,840 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti
- EIN
- 23-2177602
- Plan number
- 002
- Plan type
- 1
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $114,084,840
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20241014122015NAL0026130161003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $114,084,840
- Total liabilities (EOY)
- $77,875
- Net assets (EOY)
- $114,006,965
- Net assets (BOY)
- $99,853,992
Income & contributions
- Employer contributions
- $7,615,811
- Total contributions
- $7,615,811
- Total income / additions
- $22,706,307
Expenses & distributions
- Benefits paid
- $8,371,928
- Administrative expenses
- $181,406
- Total expenses
- $8,553,334
- Net increase / (decrease)
- $14,152,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captrust Financial Advisors | NONE | $66,413 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Services | NONE | $29,658 | not reported in the loaded dataset | 2023 |
| Fabian & Byrn, Tpa | NONE | $28,255 | not reported in the loaded dataset | 2023 |
| Meyer Unkovic & Scott Llp | NONE | $17,537 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company Pc | NONE | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Captrust Financial Advisors — Schedule C compensation
- John Hancock Retirement Services — Schedule C compensation
- Fabian & Byrn, Tpa — Schedule C compensation
- Meyer Unkovic & Scott Llp — Schedule C compensation
- Alan Ross & Company Pc — Schedule C compensation