Ibew-Neca Vacation Fund, Local 257 — Form 5500 plan (Board Of Trustees Ibew-Neca Vacation Fund, Local 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 Vacation Fund, Local 257 is a benefit plan reported by Board Of Trustees Ibew-Neca Vacation Fund, Local 257 under EIN 43-6107665 and plan number 501. The latest loaded filing year is 2023. The filing reports 621 participants and $2,531,796 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$245.7KPlan net assets, end of year$245,732
Participants621Covered participants reported
Assets / participant$4.1KComputed: assets ÷ participants$4,077 (computed)
Provider compensation$95.6K2 Schedule C provider row(s)$95,643
- Plan sponsor
- Board Of Trustees Ibew-Neca Vacation Fund, Local 257
- EIN
- 43-6107665
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 621 | H, C | 20240927112248NAL0001026003005 |
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)$2.5M total assets
Net assets$245.7KLiabilities$2.3M
Full reported line items
Net assets
- Total assets (EOY)
- $2,531,796
- Total liabilities (EOY)
- $2,286,064
- Net assets (EOY)
- $245,732
- Net assets (BOY)
- $219,653
Income & contributions
- Employer contributions
- $3,183,987
- Total contributions
- $3,183,987
- Total income / additions
- $3,254,517
Expenses & distributions
- Benefits paid
- $3,132,778
- Administrative expenses
- $95,660
- Total expenses
- $3,228,438
- Net increase / (decrease)
- $26,079
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 assets1314%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets39%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $68,120 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $27,523 | not reported in the loaded dataset | 2023 |