Plan5500

Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund — Form 5500 plan (Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru)

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, Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund is a benefit plan reported by Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru under EIN 45-0344738 and plan number 601. The latest loaded filing year is 2023. The filing reports 1,970 participants and $6,395,346 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.4MPlan net assets, end of year$6,385,501
Participants2KCovered participants reported1,970
Assets / participant$3.2KComputed: assets ÷ participants$3,246 (computed)
Provider compensation$39K3 Schedule C provider row(s)$38,964
Plan sponsor
Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru
EIN
45-0344738
Plan number
601
Plan type
1
Location
Fargo, ND
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,970 participants · 1Sch HSch C
    View filing →
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)$6.4M total assets
Net assets$6.4MLiabilities$9.8K
Money in vs. money out
Total income / additions$8.9M
Total expenses$7.9M
Benefits paid / distributions$7.9M
Contributions
Employer$8.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$6,395,346
Total liabilities (EOY)
$9,845
Net assets (EOY)
$6,385,501
Net assets (BOY)
$5,442,360

Income & contributions

Employer contributions
$8,708,218
Total contributions
$8,708,218
Total income / additions
$8,882,277

Expenses & distributions

Benefits paid
$7,869,780
Administrative expenses
$69,356
Total expenses
$7,939,136
Net increase / (decrease)
$943,141
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 assets124%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Blue Cross Blue Shield Of North Dak$19.9K
    NONE · Direct $19.9K
  2. 2
    Legacy Professionals Llp$10.7K
    NONE · Direct $10.7K
  3. 3
    First Western Bank$8.3K
    NONE · Direct $8.3K

What to inspect next

Frequently asked questions

Who sponsors the Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund?
Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund is reported as sponsored by Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru (EIN 45-0344738, plan number 601) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund?
The latest Form 5500 filing year loaded for Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund is 2023.
How many participants does Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund report?
Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund reports 1,970 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund?
Dakotas Areawide Ibew-Neca Vacation & Holiday Trust Fund reports $6,395,346 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages