2023 Form 5500 filing — Neca/Ibew Family Medical Care Trust Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731110646NAL0014259587003) for Neca/Ibew Family Medical Care Trust Fund, reported by Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund under EIN 75-3198514 and plan number 501. It reports 37,081 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731110646NAL0014259587003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund
- EIN
- 75-3198514
- Plan number
- 501
- Location
- Rockville, MD
- Participants
- 37,081
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $964,150,396
- Total liabilities (EOY)
- $106,404,579
- Net assets (EOY)
- $857,745,817
- Employer contributions
- $656,260,263
- Participant contributions
- $12,133,258
- Total income / additions
- $767,099,458
- Benefits paid
- $583,519,668
- Administrative expenses
- $34,371,914
- Total expenses
- $617,891,582
- Net increase / (decrease)
- $149,207,876
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield | NONE | $13,103,393 | not reported in the loaded dataset |
| Sav-Rx Prescription Services | NONE | $5,303,597 | not reported in the loaded dataset |
| United Healthcare Ins. Co | NONE | $4,829,214 | not reported in the loaded dataset |
| National Electrical Benefit Fund | AFFILIATED BENEFIT FUND | $3,222,509 | not reported in the loaded dataset |
| Administrative Staff | EMPLOYEES | $2,442,393 | not reported in the loaded dataset |
| Xperis It Company | NONE | $1,267,921 | not reported in the loaded dataset |
| Metropolitan Life Insurance Co | NONE | $1,162,937 | not reported in the loaded dataset |
| Zelis Claims Integrity, Inc. | NONE | $1,043,601 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $527,407 | not reported in the loaded dataset |
| Robert W. Baird & Co. Incorporated | NONE | $409,808 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $367,791 | not reported in the loaded dataset |
| Kaplan Group LLC | NONE | $358,250 | not reported in the loaded dataset |
| Teladoc Health Inc | NONE | $353,247 | not reported in the loaded dataset |
| Potts-Dupre, Hawkins & Kramer Chtd. | NONE | $350,872 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $339,950 | not reported in the loaded dataset |
| Wex Health Inc | NONE | $175,336 | $97,295 |
| Foster & Foster Actuaries | NONE | $226,023 | not reported in the loaded dataset |
| Chartwell Investment Partners LLC | NONE | $203,905 | not reported in the loaded dataset |
| Magellan Health | NONE | $196,449 | not reported in the loaded dataset |
| Voya Investment Trust Company | NONE | $183,304 | not reported in the loaded dataset |
| Income Research & Management | NONE | $168,266 | not reported in the loaded dataset |
| Talkspace Network, LLC | NONE | $154,420 | not reported in the loaded dataset |
| Fontana Lithograph,Inc Dba Mosaic | NONE | $149,581 | not reported in the loaded dataset |
| Sovos Compliance, LLC | NONE | $90,903 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $84,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $73,272 | not reported in the loaded dataset |
| Miller, Kaplan,Llp | NONE | $71,215 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $65,075 | $0 |
| Interactivation Health Networks,LLC | NONE | $55,872 | not reported in the loaded dataset |
| Ford Harrison Llp | NONE | $54,783 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $54,731 | not reported in the loaded dataset |
| Spotlight Talent Sourcing LLC | NONE | $47,883 | not reported in the loaded dataset |
| Experis | NONE | $43,683 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $40,575 | not reported in the loaded dataset |
| Livongo Health Inc | NONE | $38,107 | not reported in the loaded dataset |
| Kelly Press | NONE | $31,080 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $19,636 | not reported in the loaded dataset |
| Iron Mountain Off-Site Data Protect | NONE | $19,149 | not reported in the loaded dataset |
| Centers For Medicare & Medicaid Ser | NONE | $16,451 | not reported in the loaded dataset |
| Withum, Smith & Brown, Pc | NONE | $15,892 | not reported in the loaded dataset |
| Adp, Inc | NONE | $14,069 | not reported in the loaded dataset |
| Baza Services LLC | NONE | $9,833 | not reported in the loaded dataset |
| Datawatch Systems Inc. | NONE | $7,930 | not reported in the loaded dataset |
| Capitol Office Solutions | NONE | $7,176 | $0 |
| Elite Bookkeeping | NONE | $5,355 | not reported in the loaded dataset |
| Richard J. Wolf And Co. Inc | NONE | $5,313 | not reported in the loaded dataset |