Arkansas Chapter Neca-Ibew Retirement Plan — Form 5500 plan (Arkansas Chapter Neca-Ibew 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, Arkansas Chapter Neca-Ibew Retirement Plan is a benefit plan reported by Arkansas Chapter Neca-Ibew Retirement Plan under EIN 71-0507555 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,714 participants and $265,362,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arkansas Chapter Neca-Ibew Retirement Plan
- EIN
- 71-0507555
- Plan number
- 001
- Plan type
- 3
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 2,714
- End-of-year plan assets
- $265,362,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,714 | H, C | 20241016171506NAL0061939906001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $265,362,158
- Total liabilities (EOY)
- $280,597
- Net assets (EOY)
- $265,081,561
- Net assets (BOY)
- $237,975,420
Income & contributions
- Employer contributions
- $8,279,940
- Total contributions
- $11,917,595
- Total income / additions
- $41,872,176
Expenses & distributions
- Benefits paid
- $13,730,212
- Administrative expenses
- $1,035,823
- Total expenses
- $14,766,035
- Net increase / (decrease)
- $27,106,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Luther King Capital Management | NONE | $668,021 | not reported in the loaded dataset | 2023 |
| Lathrop Investment Management Corp. | NONE | $148,455 | not reported in the loaded dataset | 2023 |
| Ellis, Tucker & Aldridge, Llp | NONE | $113,700 | not reported in the loaded dataset | 2023 |
| Little Shaneyfelt Marshall & Co. | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| Overbey Graham Striegel & Westbrook | NONE | $22,077 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arkansas Chapter Neca-Ibew Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Luther King Capital Management — Schedule C compensation
- Lathrop Investment Management Corp. — Schedule C compensation
- Ellis, Tucker & Aldridge, Llp — Schedule C compensation
- Little Shaneyfelt Marshall & Co. — Schedule C compensation
- Overbey Graham Striegel & Westbrook — Schedule C compensation