Ibew Local Union No. 22/Neca Defined Benefit Pension Fund, Plan A — Form 5500 plan (Ibew Local Union No. 22/Neca Joint Board Of Trustees)
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 Defined Benefit Pension Fund, Plan A is a benefit plan reported by Ibew Local Union No. 22/Neca Joint Board Of Trustees under EIN 47-6061061 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,566 participants and $188,741,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 22/Neca Joint Board Of Trustees
- EIN
- 47-6061061
- Plan number
- 001
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 2,566
- End-of-year plan assets
- $188,741,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,566 | H, C | 20240710091507NAL0023705920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $188,741,011
- Total liabilities (EOY)
- $148,967
- Net assets (EOY)
- $188,592,044
- Net assets (BOY)
- $166,544,695
Income & contributions
- Employer contributions
- $10,404,209
- Total contributions
- $10,404,209
- Total income / additions
- $29,767,583
Expenses & distributions
- Benefits paid
- $7,040,712
- Administrative expenses
- $679,522
- Total expenses
- $7,720,234
- Net increase / (decrease)
- $22,047,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | not reported in the loaded dataset | $151,477 | not reported in the loaded dataset | 2023 |
| First National Bank Of Omaha | not reported in the loaded dataset | $102,693 | $0 | 2023 |
| Pioneer Institutional Asset Mgmt | not reported in the loaded dataset | $89,348 | $0 | 2023 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $75,085 | not reported in the loaded dataset | 2023 |
| Asset Consulting Group, LLC | not reported in the loaded dataset | $60,000 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | not reported in the loaded dataset | $40,708 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $22,299 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 22/Neca Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Zenith American Solutions — Schedule C compensation
- First National Bank Of Omaha — Schedule C compensation
- Pioneer Institutional Asset Mgmt — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- Asset Consulting Group, LLC — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation