Neca-Ibew 177 Pension Fund — Form 5500 plan (Trustees Of Neca-Ibew 177 Pension 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 177 Pension Fund is a benefit plan reported by Trustees Of Neca-Ibew 177 Pension Fund under EIN 59-6976863 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,443 participants and $129,372,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Neca-Ibew 177 Pension Fund
- EIN
- 59-6976863
- Plan number
- 001
- Plan type
- 1
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 1,443
- End-of-year plan assets
- $129,372,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,443 | H, C | 20240712142156NAL0011358755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,372,481
- Total liabilities (EOY)
- $6,066
- Net assets (EOY)
- $129,366,415
- Net assets (BOY)
- $115,340,035
Income & contributions
- Employer contributions
- $5,661,093
- Total contributions
- $5,661,093
- Total income / additions
- $21,584,311
Expenses & distributions
- Benefits paid
- $6,757,289
- Administrative expenses
- $800,642
- Total expenses
- $7,557,931
- Net increase / (decrease)
- $14,026,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | NONE | $582,457 | not reported in the loaded dataset | 2023 |
| National Employee Benefits Administ | NONE | $84,000 | not reported in the loaded dataset | 2023 |
| Sawgrass Asset Management LLC | NONE | $41,424 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $36,206 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell & Russell, Llp | NONE | $21,349 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Neca-Ibew 177 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Wells Fargo Advisors LLC — Schedule C compensation
- National Employee Benefits Administ — Schedule C compensation
- Sawgrass Asset Management LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Smith, Gambrell & Russell, Llp — Schedule C compensation