Neca Lu No 313 Ibew Deferred Income Plan — Form 5500 plan (Bd Of Tees Neca 313 Ibew Def Income 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, Neca Lu No 313 Ibew Deferred Income Plan is a benefit plan reported by Bd Of Tees Neca 313 Ibew Def Income Plan under EIN 51-0285774 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,407 participants and $201,942,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Neca 313 Ibew Def Income Plan
- EIN
- 51-0285774
- Plan number
- 002
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,407
- End-of-year plan assets
- $201,942,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,407 | H, C | 20241014203721NAL0053869890002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,942,051
- Total liabilities (EOY)
- $332,505
- Net assets (EOY)
- $201,609,546
- Net assets (BOY)
- $169,455,559
Income & contributions
- Employer contributions
- $10,236,028
- Total contributions
- $10,236,028
- Total income / additions
- $42,963,747
Expenses & distributions
- Benefits paid
- $10,531,794
- Administrative expenses
- $277,966
- Total expenses
- $10,809,760
- Net increase / (decrease)
- $32,153,987
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | NONE | $148,996 | $0 | 2023 |
| Zenith American Solutions,Inc | NONE | $42,292 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| J.A Mariano Agency, Inc | NONE | $10,570 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Neca 313 Ibew Def Income Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- The Vanguard Group — Schedule C compensation
- Zenith American Solutions,Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- J.A Mariano Agency, Inc — Schedule C compensation