Plan5500

2023 Form 5500 filing — Ibew Local Union 271 Neca 401(K) Retirement Plan

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 20240819091507NAL0000733139002) for Ibew Local Union 271 Neca 401(K) Retirement Plan, reported by Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement Plan under EIN 48-0859301 and plan number 002. It reports 804 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240819091507NAL0000733139002
Filing year
2023
Form type
1
Plan sponsor
Trustees Of The Ibew Local Union No 271 Neca 401(K)Retirement Plan
EIN
48-0859301
Plan number
002
Location
Wichita, KS
Participants
804
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$149,264,855
Total liabilities (EOY)
$143,910
Net assets (EOY)
$149,120,945
Employer contributions
$6,420,802
Participant contributions
$1,919,614
Total income / additions
$22,866,104
Benefits paid
$9,733,479
Administrative expenses
$383,953
Total expenses
$10,117,432
Net increase / (decrease)
$12,748,672
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$116,542$0
Kansas Neca ChapterCONTRACT ADMINISTRATOR$116,379not reported in the loaded dataset
Ima WealthOTHER SERVICES$89,874$0
Morrow & Co., LLCAUDITOR$30,893not reported in the loaded dataset
Travelers InsuranceINSURANCE PROVIDER$14,379not reported in the loaded dataset
Mcafee & TaftLEGAL$12,244not reported in the loaded dataset

Related Form 5500 pages