2023 Form 5500 filing — Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity
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 20241002112204NAL0008711425001) for Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity, reported by B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan under EIN 86-6089862 and plan number 002. It reports 1,484 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112204NAL0008711425001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan
- EIN
- 86-6089862
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 1,484
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,400,558
- Total liabilities (EOY)
- $5,063
- Net assets (EOY)
- $38,395,495
- Employer contributions
- $2,675,464
- Total income / additions
- $6,756,443
- Benefits paid
- $1,062,819
- Administrative expenses
- $253,444
- Total expenses
- $1,316,263
- Net increase / (decrease)
- $5,440,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Service | NONE OTHER THAN CONTRACT | $106,883 | not reported in the loaded dataset |
| Wellesley | NONE OTHER THAN CONTRACT | $39,750 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $30,950 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $21,076 | not reported in the loaded dataset |
| Wcm | NONE OTHER THAN CONTRACT | $19,456 | not reported in the loaded dataset |
| Segal Consulting | NONE OTHER THAN CONTRACT | $11,201 | not reported in the loaded dataset |
| Ryan Rapp Underwood & Pacheco | NONE OTHER THAN CONTRACT | $7,770 | not reported in the loaded dataset |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $6,195 | not reported in the loaded dataset |