Neca-Ibew Memphis Retirement Plan — Form 5500 plan (Board Of Trustees Of Neca-Ibew Memphis 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, Neca-Ibew Memphis Retirement Plan is a benefit plan reported by Board Of Trustees Of Neca-Ibew Memphis Retirement Plan under EIN 62-1256120 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,494 participants and $213,370,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Neca-Ibew Memphis Retirement Plan
- EIN
- 62-1256120
- Plan number
- 002
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 2,494
- End-of-year plan assets
- $213,370,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,494 | H, C | 20241223143006NAL0004979475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $213,370,381
- Total liabilities (EOY)
- $1,928,157
- Net assets (EOY)
- $211,442,224
- Net assets (BOY)
- $183,304,733
Income & contributions
- Employer contributions
- $12,685,466
- Total contributions
- $12,685,466
- Total income / additions
- $37,093,686
Expenses & distributions
- Benefits paid
- $8,628,481
- Administrative expenses
- $327,714
- Total expenses
- $8,956,195
- Net increase / (decrease)
- $28,137,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Retirement | NONE | $90,051 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $43,555 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $41,033 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $36,313 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $29,150 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners, LLC | NONE | $22,327 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Neca-Ibew Memphis Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Empower Retirement — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Ledbetter Partners, LLC — Schedule C compensation