2023 Form 5500 filing — Ibew Local No 640 & Az Chapter Neca H&W 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 20241002112228NAL0014226976001) for Ibew Local No 640 & Az Chapter Neca H&W Trust Fund, reported by Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W under EIN 86-6052414 and plan number 501. It reports 1,729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112228NAL0014226976001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W
- EIN
- 86-6052414
- Plan number
- 501
- Location
- Phoenix, AZ
- Participants
- 1,729
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,615,899
- Total liabilities (EOY)
- $13,902,893
- Net assets (EOY)
- $47,713,006
- Employer contributions
- $48,053,876
- Participant contributions
- $731,810
- Total income / additions
- $52,569,172
- Benefits paid
- $25,525,666
- Administrative expenses
- $2,926,040
- Total expenses
- $28,451,706
- Net increase / (decrease)
- $24,117,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,622,100 | $92,415 |
| Zenith American Solutions | NONE | $630,478 | not reported in the loaded dataset |
| International Printing | NONE | $361,008 | not reported in the loaded dataset |
| American Healht Law Assoc | NONE | $221,720 | not reported in the loaded dataset |
| Varnum Llp | NONE | $221,720 | not reported in the loaded dataset |
| The Segal Company | NONE | $110,264 | not reported in the loaded dataset |
| Necastar | NONE | $75,366 | not reported in the loaded dataset |
| Alan D Biller Associates | NONE | $50,226 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $37,335 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE | $29,755 | not reported in the loaded dataset |
| Stout Risius Ross LLC | NONE | $27,994 | not reported in the loaded dataset |
| Kelly Law Group | NONE | $19,880 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $8,667 | not reported in the loaded dataset |