Ibew Local Union 271 Neca 401(K) Retirement Plan — Form 5500 plan (Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement Plan)
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 271 Neca 401(K) Retirement Plan is a benefit plan reported by Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement Plan under EIN 48-0859301 and plan number 002. The latest loaded filing year is 2023. The filing reports 804 participants and $149,264,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement Plan
- EIN
- 48-0859301
- Plan number
- 002
- Plan type
- 1
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 804
- End-of-year plan assets
- $149,264,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 804 | H, C | 20240819091507NAL0000733139002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,264,855
- Total liabilities (EOY)
- $143,910
- Net assets (EOY)
- $149,120,945
- Net assets (BOY)
- $136,372,273
Income & contributions
- Employer contributions
- $6,420,802
- Participant contributions
- $1,919,614
- Total contributions
- $8,340,416
- Total income / additions
- $22,866,104
Expenses & distributions
- Benefits paid
- $9,733,479
- Administrative expenses
- $383,953
- Total expenses
- $10,117,432
- Net increase / (decrease)
- $12,748,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $116,542 | $0 | 2023 |
| Kansas Neca Chapter | CONTRACT ADMINISTRATOR | $116,379 | not reported in the loaded dataset | 2023 |
| Ima Wealth | OTHER SERVICES | $89,874 | $0 | 2023 |
| Morrow & Co., LLC | AUDITOR | $30,893 | not reported in the loaded dataset | 2023 |
| Travelers Insurance | INSURANCE PROVIDER | $14,379 | not reported in the loaded dataset | 2023 |
| Mcafee & Taft | LEGAL | $12,244 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Principal Life Insurance Company — Schedule C compensation
- Kansas Neca Chapter — Schedule C compensation
- Ima Wealth — Schedule C compensation
- Morrow & Co., LLC — Schedule C compensation
- Travelers Insurance — Schedule C compensation
- Mcafee & Taft — Schedule C compensation