Neca-Ibew Local Union 1701 Pension Benefit Trust Fund — Form 5500 plan (Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun)
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 Local Union 1701 Pension Benefit Trust Fund is a benefit plan reported by Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun under EIN 61-0459923 and plan number 001. The latest loaded filing year is 2023. The filing reports 430 participants and $64,089,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun
- EIN
- 61-0459923
- Plan number
- 001
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 430
- End-of-year plan assets
- $64,089,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20241013144506NAL0012461635002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,089,876
- Total liabilities (EOY)
- $108,252
- Net assets (EOY)
- $63,981,624
- Net assets (BOY)
- $53,469,330
Income & contributions
- Employer contributions
- $3,161,286
- Total contributions
- $3,161,286
- Total income / additions
- $13,089,294
Expenses & distributions
- Benefits paid
- $2,378,593
- Administrative expenses
- $198,407
- Total expenses
- $2,577,000
- Net increase / (decrease)
- $10,512,294
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $74,626 | $0 | 2023 |
| Tic International Group | CONTRACT ADMINISTRATOR | $32,000 | not reported in the loaded dataset | 2023 |
| Old National Wealth Management | INVESTMENT CONSULTANT | $27,000 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | ATTORNEY | $23,068 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $9,082 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Neca Ibew Local 1701 Pen. Ben. Trst Fun
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Tic International Group — Schedule C compensation
- Old National Wealth Management — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation