Neca Local 145 Ibew Welfare Plan — Form 5500 plan (Neca Local 145 Welfare 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 Local 145 Ibew Welfare Plan is a benefit plan reported by Neca Local 145 Welfare Fund under EIN 42-6062181 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,254 participants and $56,176,197 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neca Local 145 Welfare Fund
- EIN
- 42-6062181
- Plan number
- 501
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 1,254
- End-of-year plan assets
- $56,176,197
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,254 | H, C | 20250702112732NAL0018750192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,176,197
- Total liabilities (EOY)
- $42,154,149
- Net assets (EOY)
- $14,022,048
- Net assets (BOY)
- $11,065,106
Income & contributions
- Employer contributions
- $18,265,840
- Participant contributions
- $2,123,220
- Total contributions
- $20,389,060
- Total income / additions
- $28,738,689
Expenses & distributions
- Benefits paid
- $25,195,575
- Administrative expenses
- $586,172
- Total expenses
- $25,781,747
- Net increase / (decrease)
- $2,956,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $513,567 | not reported in the loaded dataset | 2023 |
| Truenorth Companies, Lc | NONE | $345,536 | not reported in the loaded dataset | 2023 |
| Midwest Association Of H&W Funds | RELATED PARTY | $223,085 | not reported in the loaded dataset | 2023 |
| Medone, Lc | NONE | $149,837 | not reported in the loaded dataset | 2023 |
| Telligen | NONE | $143,845 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | NONE | $61,000 | not reported in the loaded dataset | 2023 |
| Consociate Inc | NONE | $49,784 | not reported in the loaded dataset | 2023 |
| Personal Assistance Services | NONE | $29,799 | not reported in the loaded dataset | 2023 |
| Quad City Bank & Trust | NONE | $29,766 | not reported in the loaded dataset | 2023 |
| Cavanagh O'Hara Llp | NONE | $29,284 | not reported in the loaded dataset | 2023 |
| Sentry Health | NONE | $29,205 | not reported in the loaded dataset | 2023 |
| Genesis Occupational Health | NONE | $24,676 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $19,325 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $17,683 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $10,300 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Employee Tech | NONE | $6,972 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neca Local 145 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Truenorth Companies, Lc — Schedule C compensation
- Midwest Association Of H&W Funds — Schedule C compensation
- Medone, Lc — Schedule C compensation
- Telligen — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Consociate Inc — Schedule C compensation
- Personal Assistance Services — Schedule C compensation
- Quad City Bank & Trust — Schedule C compensation
- Cavanagh O'Hara Llp — Schedule C compensation
- Sentry Health — Schedule C compensation
- Genesis Occupational Health — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Delta Dental — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Employee Tech — Schedule C compensation