Neca-Ibew Pension Trust Fund — Form 5500 plan (Neca-Ibew Pension Trust 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, Neca-Ibew Pension Trust Fund is a benefit plan reported by Neca-Ibew Pension Trust Fund under EIN 51-6029903 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,817 participants and $1,496,828,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neca-Ibew Pension Trust Fund
- EIN
- 51-6029903
- Plan number
- 001
- Plan type
- 1
- Location
- Decatur, IL
- Latest filing year
- 2023
- Participants
- 11,817
- End-of-year plan assets
- $1,496,828,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,817 | H, C | 20250317163454NAL0001863217004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,496,828,211
- Total liabilities (EOY)
- $3,395,556
- Net assets (EOY)
- $1,493,432,655
- Net assets (BOY)
- $1,340,182,199
Income & contributions
- Employer contributions
- $71,256,270
- Total contributions
- $71,256,270
- Total income / additions
- $255,816,295
Expenses & distributions
- Benefits paid
- $98,013,000
- Administrative expenses
- $4,552,839
- Total expenses
- $102,565,839
- Net increase / (decrease)
- $153,250,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors, Inc | NONE | $1,039,210 | not reported in the loaded dataset | 2023 |
| Ibew Neca Administration Assoc | ADMINISTRATOR | $495,143 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $401,575 | $0 | 2023 |
| Asb Capital Management LLC | NONE | $279,026 | $0 | 2023 |
| Lsv Asset Management | NONE | $273,946 | not reported in the loaded dataset | 2023 |
| Ifm Investors Pty Ltd | NONE | $0 | $239,545 | 2023 |
| Parametric Portfolio Associates LLC | NONE | $215,277 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $197,291 | $0 | 2023 |
| Bridgeway Benefit Technologies LLC | NONE | $156,422 | not reported in the loaded dataset | 2023 |
| Crescent Capital Income Fund B, Lp | NONE | $0 | $141,331 | 2023 |
| Chevy Chase Trust Company | NONE | $139,514 | $0 | 2023 |
| United Actuarial Services, Inc | NONE | $135,125 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $109,000 | not reported in the loaded dataset | 2023 |
| Kerber, Eck & Braeckel Llp | NONE | $106,012 | not reported in the loaded dataset | 2023 |
| Cavanagh Ohara | NONE | $89,656 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $55,262 | $0 | 2023 |
| Pnc Bank, National Association | NONE | $39,259 | $0 | 2023 |
| Comerica Bank | NONE | $29,046 | $0 | 2023 |
| Classic Printing Company, Inc | NONE | $10,644 | not reported in the loaded dataset | 2023 |
| Corellian Software Inc | NONE | $9,257 | not reported in the loaded dataset | 2023 |
| Busey Bank | NONE | $8,992 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neca-Ibew Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Decatur, IL
- Ullico Investment Advisors, Inc — Schedule C compensation
- Ibew Neca Administration Assoc — Schedule C compensation
- National Investment Services — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Ifm Investors Pty Ltd — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Bridgeway Benefit Technologies LLC — Schedule C compensation
- Crescent Capital Income Fund B, Lp — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- United Actuarial Services, Inc — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Kerber, Eck & Braeckel Llp — Schedule C compensation
- Cavanagh Ohara — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Classic Printing Company, Inc — Schedule C compensation
- Corellian Software Inc — Schedule C compensation
- Busey Bank — Schedule C compensation