Ibew Local Union No. 22/Neca Health & Welfare Plan — Form 5500 plan (Ibew Local Union No. 22/Neca Health & 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, Ibew Local Union No. 22/Neca Health & Welfare Plan is a benefit plan reported by Ibew Local Union No. 22/Neca Health & Welfare Fund under EIN 47-0462667 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,299 participants and $53,652,030 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 22/Neca Health & Welfare Fund
- EIN
- 47-0462667
- Plan number
- 501
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 2,299
- End-of-year plan assets
- $53,652,030
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,299 | H, C | 20240710091507NAL0023705920004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,652,030
- Total liabilities (EOY)
- $27,598,246
- Net assets (EOY)
- $26,053,784
- Net assets (BOY)
- $20,244,596
Income & contributions
- Employer contributions
- $32,631,128
- Participant contributions
- $3,175,342
- Total contributions
- $35,806,470
- Total income / additions
- $41,644,414
Expenses & distributions
- Benefits paid
- $34,872,900
- Administrative expenses
- $962,326
- Total expenses
- $35,835,226
- Net increase / (decrease)
- $5,809,188
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr, Inc | not reported in the loaded dataset | $1,005,356 | $18,223 | 2023 |
| Zenith American Solutions | not reported in the loaded dataset | $473,171 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, Pa | not reported in the loaded dataset | $182,564 | not reported in the loaded dataset | 2023 |
| United Actuarial Service | not reported in the loaded dataset | $77,733 | not reported in the loaded dataset | 2023 |
| First National Bank Of Omaha | not reported in the loaded dataset | $65,407 | $0 | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $41,658 | not reported in the loaded dataset | 2023 |
| Asset Consulting Group | not reported in the loaded dataset | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 22/Neca Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Umr, Inc — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Blake & Uhlig, Pa — Schedule C compensation
- United Actuarial Service — Schedule C compensation
- First National Bank Of Omaha — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation
- Asset Consulting Group — Schedule C compensation