Ibew-Neca Retirement Plan — Form 5500 plan (Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257)
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, Ibew-Neca Retirement Plan is a benefit plan reported by Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257 under EIN 43-1188395 and plan number 001. The latest loaded filing year is 2023. The filing reports 693 participants and $192,014,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257
- EIN
- 43-1188395
- Plan number
- 001
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 693
- End-of-year plan assets
- $192,014,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 693 | H, C | 20241014124535NAL0014942659003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $192,014,719
- Total liabilities (EOY)
- $39,150
- Net assets (EOY)
- $191,975,569
- Net assets (BOY)
- $161,490,302
Income & contributions
- Employer contributions
- $6,819,275
- Total contributions
- $6,819,275
- Total income / additions
- $39,576,353
Expenses & distributions
- Benefits paid
- $8,867,083
- Administrative expenses
- $224,003
- Total expenses
- $9,091,086
- Net increase / (decrease)
- $30,485,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $120,926 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $34,863 | not reported in the loaded dataset | 2023 |
| Scarborough Alliance Group | NONE | $20,667 | not reported in the loaded dataset | 2023 |
| Marquette & Associates | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Insurance And | NONE | $17,934 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Ibew-Neca Retirement Plan Local Union 257
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Ibew-Neca Service Center — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Scarborough Alliance Group — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- Prudential Retirement Insurance And — Schedule C compensation