Lake County Indiana Neca-Ibew Health And Benefit Plan — Form 5500 plan (Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit 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, Lake County Indiana Neca-Ibew Health And Benefit Plan is a benefit plan reported by Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan under EIN 35-0911491 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,406 participants and $116,003,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan
- EIN
- 35-0911491
- Plan number
- 501
- Plan type
- 1
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 1,406
- End-of-year plan assets
- $116,003,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,406 | H, C | 20241009131141NAL0018347121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,003,789
- Total liabilities (EOY)
- $4,682,159
- Net assets (EOY)
- $111,321,630
- Net assets (BOY)
- $101,856,095
Income & contributions
- Employer contributions
- $20,284,466
- Participant contributions
- $1,051,839
- Total contributions
- $21,354,838
- Total income / additions
- $34,751,364
Expenses & distributions
- Benefits paid
- $24,416,653
- Administrative expenses
- $869,176
- Total expenses
- $25,285,829
- Net increase / (decrease)
- $9,465,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnacare | NONE | $504,317 | not reported in the loaded dataset | 2023 |
| M Egener | EMPLOYEE | $104,652 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $75,236 | not reported in the loaded dataset | 2023 |
| Included Health Inc. | NONE | $68,987 | not reported in the loaded dataset | 2023 |
| P Keenan | ADMINISTRATOR | $65,210 | not reported in the loaded dataset | 2023 |
| M Sczurko | EMPLOYEE | $63,754 | not reported in the loaded dataset | 2023 |
| Hagberg & Associates, P.C. | NONE | $61,901 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| Foster & Foster | NONE | $54,375 | not reported in the loaded dataset | 2023 |
| J Swider | EMPLOYEE | $42,990 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd Co | NONE | $32,099 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $5,043 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Merrillville, IN
- Magnacare — Schedule C compensation
- M Egener — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Included Health Inc. — Schedule C compensation
- P Keenan — Schedule C compensation
- M Sczurko — Schedule C compensation
- Hagberg & Associates, P.C. — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Foster & Foster — Schedule C compensation
- J Swider — Schedule C compensation
- Sage Advisory Services Ltd Co — Schedule C compensation
- Old National Bank — Schedule C compensation