Dakotas Areawide Ibew-Neca Savings And Retirement Plan — Form 5500 plan (Board Of Trustees Of Dakotas Areawide Ibew-Neca Savings And Retirement)
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 Savings And Retirement Plan is a benefit plan reported by Board Of Trustees Of Dakotas Areawide Ibew-Neca Savings And Retirement under EIN 45-0348980 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,084 participants and $521,170,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Dakotas Areawide Ibew-Neca Savings And Retirement
- EIN
- 45-0348980
- Plan number
- 002
- Plan type
- 1
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 4,084
- End-of-year plan assets
- $521,170,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,084 | H, C | 20241014222818NAL0015617203003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $521,170,291
- Total liabilities (EOY)
- $96,210
- Net assets (EOY)
- $521,074,081
- Net assets (BOY)
- $445,265,070
Income & contributions
- Employer contributions
- $23,450,836
- Participant contributions
- $1,595,936
- Total contributions
- $25,046,772
- Total income / additions
- $105,172,039
Expenses & distributions
- Benefits paid
- $28,682,700
- Administrative expenses
- $680,328
- Total expenses
- $29,363,028
- Net increase / (decrease)
- $75,809,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of North Dak | NONE | $234,680 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $122,292 | $0 | 2023 |
| Kutak Rock | NONE | $73,408 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | NONE | $72,746 | $0 | 2023 |
| Milliman | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick Llp | NONE | $32,009 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $22,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Dakotas Areawide Ibew-Neca Savings And Retirement
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- Blue Cross Blue Shield Of North Dak — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Kutak Rock — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Milliman — Schedule C compensation
- Shumaker, Loop & Kendrick Llp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation