Ibew/Neca Sound And Communications Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Ibew/Neca Sound And Communications)
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, Ibew/Neca Sound And Communications Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Ibew/Neca Sound And Communications under EIN 77-0234638 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,210 participants and $77,985,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew/Neca Sound And Communications
- EIN
- 77-0234638
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 3,210
- End-of-year plan assets
- $77,985,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,210 | H, C | 20241016022532NAL0050373024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,985,735
- Total liabilities (EOY)
- $39,873,098
- Net assets (EOY)
- $38,112,637
- Net assets (BOY)
- $38,679,184
Income & contributions
- Employer contributions
- $68,424,562
- Participant contributions
- $414,548
- Total contributions
- $68,839,110
- Total income / additions
- $75,101,178
Expenses & distributions
- Benefits paid
- $73,644,011
- Administrative expenses
- $2,023,714
- Total expenses
- $75,667,725
- Net increase / (decrease)
- -$566,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $1,151,451 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross | NONE | $429,367 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $180,880 | not reported in the loaded dataset | 2023 |
| Bay Sport Inc. | NONE | $131,417 | not reported in the loaded dataset | 2023 |
| Smart Source Of Ca | NONE | $100,564 | not reported in the loaded dataset | 2023 |
| Union Data Systems | NONE | $87,561 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $72,000 | not reported in the loaded dataset | 2023 |
| J.H. Herrle & Associates, Inc. | NONE | $54,000 | not reported in the loaded dataset | 2023 |
| Psg Consulting, LLC | NONE | $39,712 | not reported in the loaded dataset | 2023 |
| Alan D. Biller & Associates, Inc. | NONE | $34,500 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $29,966 | not reported in the loaded dataset | 2023 |
| American Health Holding, Inc. | NONE | $22,903 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew/Neca Sound And Communications
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Anthem Blue Cross — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Bay Sport Inc. — Schedule C compensation
- Smart Source Of Ca — Schedule C compensation
- Union Data Systems — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- J.H. Herrle & Associates, Inc. — Schedule C compensation
- Psg Consulting, LLC — Schedule C compensation
- Alan D. Biller & Associates, Inc. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- American Health Holding, Inc. — Schedule C compensation