Neca-Ibew Welfare Trust Fund — Form 5500 plan (Board Of Trustees Of The Neca-Ibew Welfare 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 Welfare Trust Fund is a benefit plan reported by Board Of Trustees Of The Neca-Ibew Welfare Trust Fund under EIN 37-0738564 and plan number 501. The latest loaded filing year is 2023. The filing reports 13,054 participants and $341,329,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Neca-Ibew Welfare Trust Fund
- EIN
- 37-0738564
- Plan number
- 501
- Plan type
- 1
- Location
- Decatur, IL
- Latest filing year
- 2023
- Participants
- 13,054
- End-of-year plan assets
- $341,329,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,054 | H, C | 20250411160935NAL0023500833002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,329,241
- Total liabilities (EOY)
- $41,845,778
- Net assets (EOY)
- $299,483,463
- Net assets (BOY)
- $231,997,207
Income & contributions
- Employer contributions
- $205,309,495
- Participant contributions
- $19,987,324
- Total contributions
- $225,296,819
- Total income / additions
- $296,770,732
Expenses & distributions
- Benefits paid
- $222,295,761
- Administrative expenses
- $6,988,715
- Total expenses
- $229,284,476
- Net increase / (decrease)
- $67,486,256
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $5,185,412 | $0 | 2023 |
| Ibew-Neca | ADMINISTRATOR | $3,632,064 | not reported in the loaded dataset | 2023 |
| Desert Shore Capital Partners LLC | NONE | $1,468,074 | not reported in the loaded dataset | 2023 |
| Inetico/Valenz Care | NONE | $608,447 | not reported in the loaded dataset | 2023 |
| Bridgeview Benefit Technologies LLC | NONE | $463,528 | not reported in the loaded dataset | 2023 |
| Medimpact Healthcare Systems Inc | NONE | $415,574 | not reported in the loaded dataset | 2023 |
| Cvs/Caremark/Silverscript | NONE | $402,112 | not reported in the loaded dataset | 2023 |
| Telligen | NONE | $373,388 | not reported in the loaded dataset | 2023 |
| Buck Global | NONE | $299,390 | not reported in the loaded dataset | 2023 |
| Redcard | NONE | $251,216 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $231,100 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd | NONE | $0 | $219,127 | 2023 |
| Ullico Investments Advisors, Inc | NONE | $184,498 | not reported in the loaded dataset | 2023 |
| Wex Health | NONE | $158,746 | not reported in the loaded dataset | 2023 |
| Cavanagh & Ohara | NONE | $152,656 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc | NONE | $140,983 | not reported in the loaded dataset | 2023 |
| Crescent Capital High Income Fund B | NONE | $0 | $130,287 | 2023 |
| Kerber, Eck & Braeckel Llp | NONE | $125,647 | not reported in the loaded dataset | 2023 |
| The Guardian Life Insurance Co | NONE | $105,589 | not reported in the loaded dataset | 2023 |
| Neopost Usa Inc | NONE | $80,050 | not reported in the loaded dataset | 2023 |
| Classic Printing, Inc | NONE | $65,957 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $44,000 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $42,299 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Tr Co | NONE | $40,101 | $0 | 2023 |
| First American Administrators Inc | NONE | $34,530 | not reported in the loaded dataset | 2023 |
| Quicksilver Mailing Services LLC | NONE | $28,528 | not reported in the loaded dataset | 2023 |
| Fair Health, Inc | NONE | $23,097 | not reported in the loaded dataset | 2023 |
| Eci Prefunding Credit Reimbursement | NONE | $19,423 | not reported in the loaded dataset | 2023 |
| Correllian Software, Inc | NONE | $14,096 | not reported in the loaded dataset | 2023 |
| Busey Bank | NONE | $10,335 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $5,408 | $0 | 2023 |
| Pnc Bank, National Association | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Neca-Ibew Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Decatur, IL
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Ibew-Neca — Schedule C compensation
- Desert Shore Capital Partners LLC — Schedule C compensation
- Inetico/Valenz Care — Schedule C compensation
- Bridgeview Benefit Technologies LLC — Schedule C compensation
- Medimpact Healthcare Systems Inc — Schedule C compensation
- Cvs/Caremark/Silverscript — Schedule C compensation
- Telligen — Schedule C compensation
- Buck Global — Schedule C compensation
- Redcard — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Ifm Investors Pty Ltd — Schedule C compensation
- Ullico Investments Advisors, Inc — Schedule C compensation
- Wex Health — Schedule C compensation
- Cavanagh & Ohara — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Crescent Capital High Income Fund B — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- The Guardian Life Insurance Co — Schedule C compensation
- Neopost Usa Inc — Schedule C compensation
- Classic Printing, Inc — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Blackrock Institutional Tr Co — Schedule C compensation
- First American Administrators Inc — Schedule C compensation
- Quicksilver Mailing Services LLC — Schedule C compensation
- Fair Health, Inc — Schedule C compensation
- Eci Prefunding Credit Reimbursement — Schedule C compensation
- Correllian Software, Inc — Schedule C compensation
- Busey Bank — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation