Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan — Form 5500 plan (B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution 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, Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan is a benefit plan reported by B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan under EIN 86-0323980 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,942 participants and $119,725,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan
- EIN
- 86-0323980
- Plan number
- 002
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,942
- End-of-year plan assets
- $119,725,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,942 | H, C | 20241002112307NAL0008712177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,725,104
- Total liabilities (EOY)
- $388,034
- Net assets (EOY)
- $119,337,070
- Net assets (BOY)
- $100,263,555
Income & contributions
- Employer contributions
- $10,258,864
- Total contributions
- $10,315,097
- Total income / additions
- $25,522,007
Expenses & distributions
- Benefits paid
- $5,625,417
- Administrative expenses
- $823,075
- Total expenses
- $6,448,492
- Net increase / (decrease)
- $19,073,515
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial Group | NONE | $481,877 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $114,622 | not reported in the loaded dataset | 2023 |
| Alan D Biller & Associates | NONE | $87,193 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $34,607 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $27,081 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $19,361 | not reported in the loaded dataset | 2023 |
| International Printing Co | NONE | $18,315 | not reported in the loaded dataset | 2023 |
| Necastar | NONE | $14,660 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $11,930 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B Of T Ibew Local No 640 & Az Chapter Neca Defined Contribution Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Principal Financial Group — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Alan D Biller & Associates — Schedule C compensation
- The Segal Company — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- International Printing Co — Schedule C compensation
- Necastar — Schedule C compensation
- Ryan Rapp Pacheco & Kelly Plc — Schedule C compensation