Plan5500

Neca Local 145 Ibew Annuity And Profit Sharing Pla — Form 5500 plan (Neca Local 145 I.B.E.W Annuity And Profi)

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 Local 145 Ibew Annuity And Profit Sharing Pla is a benefit plan reported by Neca Local 145 I.B.E.W Annuity And Profi under EIN 36-3730534 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,263 participants and $152,815,660 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$152.6MPlan net assets, end of year$152,608,212
Participants1.3KCovered participants reported1,263
Assets / participant$121KComputed: assets ÷ participants$120,994 (computed)
Provider compensation$56.1K4 Schedule C provider row(s)$56,124
Plan sponsor
Neca Local 145 I.B.E.W Annuity And Profi
EIN
36-3730534
Plan number
002
Plan type
1
Location
Moline, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,263 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$152.8M total assets
Net assets$152.6MLiabilities$207.4K
Money in vs. money out
Total income / additions$30.5M
Total expenses$7M
Benefits paid / distributions$6.9M
Contributions
Employer$8.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$152,815,660
Total liabilities (EOY)
$207,448
Net assets (EOY)
$152,608,212
Net assets (BOY)
$129,133,361

Income & contributions

Employer contributions
$8,712,520
Total contributions
$8,712,520
Total income / additions
$30,477,627

Expenses & distributions

Benefits paid
$6,915,140
Administrative expenses
$87,636
Total expenses
$7,002,776
Net increase / (decrease)
$23,474,851
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Rj Lee LLC$33K
    NONE · Direct $33K
  2. 2
    Calibre Cpa Group, Pllc$10K
    NONE · Direct $10K
  3. 3
    Mccarthy Callas & Feeney Pc$7.7K
    NONE · Direct $7.7K
  4. 4
    Investment Consulting Group$5.5K
    NONE · Direct $5.5K

What to inspect next

Frequently asked questions

Who sponsors the Neca Local 145 Ibew Annuity And Profit Sharing Pla?
Neca Local 145 Ibew Annuity And Profit Sharing Pla is reported as sponsored by Neca Local 145 I.B.E.W Annuity And Profi (EIN 36-3730534, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Neca Local 145 Ibew Annuity And Profit Sharing Pla?
The latest Form 5500 filing year loaded for Neca Local 145 Ibew Annuity And Profit Sharing Pla is 2023.
How many participants does Neca Local 145 Ibew Annuity And Profit Sharing Pla report?
Neca Local 145 Ibew Annuity And Profit Sharing Pla reports 1,263 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Neca Local 145 Ibew Annuity And Profit Sharing Pla?
Neca Local 145 Ibew Annuity And Profit Sharing Pla reports $152,815,660 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages