Plan5500

Ibew Local 40 - Neca Variable Annuity Pension Plan — Form 5500 plan (Board Of Trustees, Ibew Local 40 - Neca Variable)

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 40 - Neca Variable Annuity Pension Plan is a benefit plan reported by Board Of Trustees, Ibew Local 40 - Neca Variable under EIN 93-2972901 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $1,385,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Ibew Local 40 - Neca Variable
EIN
93-2972901
Plan number
001
Plan type
1
Location
San Diego, CA
Latest filing year
2023
Participants
0
End-of-year plan assets
$1,385,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20250714205504NAL0001487729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,385,512
Total liabilities (EOY)
$213,962
Net assets (EOY)
$1,171,550
Net assets (BOY)
$0

Income & contributions

Employer contributions
$1,265,992
Total contributions
$1,265,992
Total income / additions
$1,265,992

Expenses & distributions

Administrative expenses
$94,442
Total expenses
$94,442
Net increase / (decrease)
$1,171,550

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MillimanNONE$53,300not reported in the loaded dataset2023
Gilbert & SackmanNONE$29,939not reported in the loaded dataset2023
Coast BenefitsNONE$6,000not reported in the loaded dataset2023

Related Form 5500 pages