2023 Form 5500 filing — Wisconsin Neca-Ibew 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 20240926084121NAL0000245907001) for Wisconsin Neca-Ibew Retirement Plan, reported by Trustees Of Wisconsin Neca-Ibew under EIN 39-1571911 and plan number 001. It reports 2,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926084121NAL0000245907001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Wisconsin Neca-Ibew
- EIN
- 39-1571911
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 2,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $635,865,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $635,865,031
- Employer contributions
- $26,703,147
- Participant contributions
- $992,930
- Total income / additions
- $120,060,012
- Benefits paid
- $25,535,336
- Administrative expenses
- $437,423
- Total expenses
- $25,972,759
- Net increase / (decrease)
- $94,087,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $152,175 | $0 |
| Reinhart Boerner Van Deuren S.C | NONE | $127,165 | not reported in the loaded dataset |
| Weebf | NONE | $85,416 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $33,092 | $0 |
| Andco | NONE | $29,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $26,012 | not reported in the loaded dataset |