Ibew Local 531 & Neca Money Purchase Pension Plan — Form 5500 plan (Trustees Of Ibew Local 531 & Neca Money Purchase Pension 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, Ibew Local 531 & Neca Money Purchase Pension Plan is a benefit plan reported by Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan under EIN 35-6068417 and plan number 002. The latest loaded filing year is 2023. The filing reports 604 participants and $120,851,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan
- EIN
- 35-6068417
- Plan number
- 002
- Plan type
- 1
- Location
- Laporte, IN
- Latest filing year
- 2023
- Participants
- 604
- End-of-year plan assets
- $120,851,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 604 | H, C | 20250210124701NAL0034970610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,851,660
- Total liabilities (EOY)
- $373,305
- Net assets (EOY)
- $120,478,355
- Net assets (BOY)
- $101,250,208
Income & contributions
- Employer contributions
- $8,117,508
- Total contributions
- $8,117,508
- Total income / additions
- $22,574,043
Expenses & distributions
- Benefits paid
- $3,096,005
- Administrative expenses
- $249,891
- Total expenses
- $3,345,896
- Net increase / (decrease)
- $19,228,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | NONE | $85,105 | $0 | 2023 |
| Zenith American Solutions | NONE | $32,549 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest) Inc. | NONE | $21,959 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| May, Oberfell, Lorber | NONE | $9,122 | not reported in the loaded dataset | 2023 |
| L.M. Henderson | NONE | $7,284 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $7,027 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 531 & Neca Money Purchase Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Laporte, IN
- Empower Annuity Ins Co Of America — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- The Segal Company (Midwest) Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- May, Oberfell, Lorber — Schedule C compensation
- L.M. Henderson — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation