Ibew Local Union No. 22/Neca Defined Contribution Pension Fund, Plan B — 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 Contribution Pension Fund, Plan B is a benefit plan reported by Ibew Local Union No. 22/Neca Joint Board Of Trustees under EIN 47-6061061 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,297 participants and $305,663,824 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
- 002
- Plan type
- 1
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 3,297
- End-of-year plan assets
- $305,663,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,297 | H, C | 20240710091507NAL0023705920005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $305,663,824
- Total liabilities (EOY)
- $73,820
- Net assets (EOY)
- $305,590,004
- Net assets (BOY)
- $251,817,286
Income & contributions
- Employer contributions
- $15,897,931
- Total contributions
- $15,897,931
- Total income / additions
- $67,336,677
Expenses & distributions
- Benefits paid
- $13,105,852
- Administrative expenses
- $458,107
- Total expenses
- $13,563,959
- Net increase / (decrease)
- $53,772,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard | not reported in the loaded dataset | $191,558 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $84,389 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | not reported in the loaded dataset | $65,113 | not reported in the loaded dataset | 2023 |
| Asset Consulting Group Inc. | not reported in the loaded dataset | $35,000 | not reported in the loaded dataset | 2023 |
| Deboer & Associates, Pc | not reported in the loaded dataset | $26,184 | 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
- Vanguard — Schedule C compensation
- Blake & Uhlig, P.A. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Asset Consulting Group Inc. — Schedule C compensation
- Deboer & Associates, Pc — Schedule C compensation