Neca-Ibew Local 364 Defined Contribution Plan — Form 5500 plan (Trustees Of Neca-Ibew Local 364 Contribution Pension Trust 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, Neca-Ibew Local 364 Defined Contribution Plan is a benefit plan reported by Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund under EIN 36-3306560 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,085 participants and $467,762,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund
- EIN
- 36-3306560
- Plan number
- 002
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 1,085
- End-of-year plan assets
- $467,762,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,085 | H, C | 20250217143008NAL0001689217002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $467,762,197
- Total liabilities (EOY)
- $3,384,788
- Net assets (EOY)
- $464,377,409
- Net assets (BOY)
- $411,667,578
Income & contributions
- Employer contributions
- $25,813,169
- Total contributions
- $25,813,169
- Total income / additions
- $82,263,383
Expenses & distributions
- Benefits paid
- $28,990,866
- Administrative expenses
- $562,686
- Total expenses
- $29,553,552
- Net increase / (decrease)
- $52,709,831
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | NONE | $184,869 | $0 | 2023 |
| Meketa Investment Group | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Dolan, Mceniry Capital Management | NONE | $60,591 | not reported in the loaded dataset | 2023 |
| Tic International | NONE | $54,776 | not reported in the loaded dataset | 2023 |
| White Oak Global Advisors, LLC | NONE | $42,658 | not reported in the loaded dataset | 2023 |
| Eric J. Fernandez & Co. Cpa'S | NONE | $28,075 | not reported in the loaded dataset | 2023 |
| Baum, Sigman Auerbach & Neuman Ltd. | NONE | $25,009 | not reported in the loaded dataset | 2023 |
| Tricon Xi B Lp | NONE | $16,408 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Fidelity Investments Institutional — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Dolan, Mceniry Capital Management — Schedule C compensation
- Tic International — Schedule C compensation
- White Oak Global Advisors, LLC — Schedule C compensation
- Eric J. Fernandez & Co. Cpa'S — Schedule C compensation
- Baum, Sigman Auerbach & Neuman Ltd. — Schedule C compensation
- Tricon Xi B Lp — Schedule C compensation