Neca-Ibew Local No. 364 Welfare Trust Fund — Form 5500 plan (Neca-Ibew Local 364 Welfare Tr Fnd)
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 No. 364 Welfare Trust Fund is a benefit plan reported by Neca-Ibew Local 364 Welfare Tr Fnd under EIN 41-1677804 and plan number 501. The latest loaded filing year is 2023. The filing reports 917 participants and $50,581,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neca-Ibew Local 364 Welfare Tr Fnd
- EIN
- 41-1677804
- Plan number
- 501
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 917
- End-of-year plan assets
- $50,581,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 917 | H, C | 20250716121518NAL0003119153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,581,440
- Total liabilities (EOY)
- $5,025,306
- Net assets (EOY)
- $45,556,134
- Net assets (BOY)
- $33,197,900
Income & contributions
- Employer contributions
- $27,020,243
- Participant contributions
- $1,476,038
- Total contributions
- $28,496,281
- Total income / additions
- $33,980,237
Expenses & distributions
- Benefits paid
- $20,917,987
- Administrative expenses
- $704,016
- Total expenses
- $21,622,003
- Net increase / (decrease)
- $12,358,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $451,575 | $0 | 2023 |
| Tic International Co. | NONE | $201,334 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $106,705 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $57,131 | not reported in the loaded dataset | 2023 |
| Eric J. Fernandez & Company | NONE | $31,375 | not reported in the loaded dataset | 2023 |
| Total Administrative Services Corp. | NONE | $30,033 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $23,294 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neca-Ibew Local 364 Welfare Tr Fnd
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Blue Cross Blue Shield — Schedule C compensation
- Tic International Co. — Schedule C compensation
- Hines & Associates — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Eric J. Fernandez & Company — Schedule C compensation
- Total Administrative Services Corp. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd. — Schedule C compensation