Neca-Ibew Local 584 Pension Plan — Form 5500 plan (Nec-Ibew Local 584 Pension 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 Local 584 Pension Plan is a benefit plan reported by Nec-Ibew Local 584 Pension Plan under EIN 73-6130146 and plan number 001. The latest loaded filing year is 2023. The filing reports 941 participants and $37,992,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nec-Ibew Local 584 Pension Plan
- EIN
- 73-6130146
- Plan number
- 001
- Plan type
- 1
- Location
- Richardson, TX
- Latest filing year
- 2023
- Participants
- 941
- End-of-year plan assets
- $37,992,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 941 | H, C | 20241022160040NAL0005769218001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,992,329
- Total liabilities (EOY)
- $63,805
- Net assets (EOY)
- $37,928,524
- Net assets (BOY)
- $33,586,748
Income & contributions
- Employer contributions
- $1,708,168
- Total contributions
- $1,708,168
- Total income / additions
- $7,285,939
Expenses & distributions
- Benefits paid
- $2,635,195
- Administrative expenses
- $308,968
- Total expenses
- $2,944,163
- Net increase / (decrease)
- $4,341,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Actuarial Services LLC | ACTUARY | $63,958 | not reported in the loaded dataset | 2023 |
| Southwest Service Admin Inc | ADMINISTRATOR | $62,114 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | INVESTMENT MANAGER | not reported in the loaded dataset | $48,579 | 2023 |
| Conner & Winters Partners | LEGAL | $40,850 | not reported in the loaded dataset | 2023 |
| Accounting Solutions Group LLC | AUDITOR | $20,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nec-Ibew Local 584 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Horizon Actuarial Services LLC — Schedule C compensation
- Southwest Service Admin Inc — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Conner & Winters Partners — Schedule C compensation
- Accounting Solutions Group LLC — Schedule C compensation