2023 Form 5500 filing — Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension 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 20241002112253NAL0014862432001) for Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan, reported by B Of T Ibew Local 640 Chapter Neca Db Pension Plan under EIN 86-0323980 and plan number 001. It reports 3,504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002112253NAL0014862432001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T Ibew Local 640 Chapter Neca Db Pension Plan
- EIN
- 86-0323980
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 3,504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $200,437,904
- Total liabilities (EOY)
- $860,009
- Net assets (EOY)
- $199,577,895
- Employer contributions
- $19,232,446
- Total income / additions
- $38,162,758
- Benefits paid
- $10,535,040
- Administrative expenses
- $1,503,905
- Total expenses
- $12,038,945
- Net increase / (decrease)
- $26,123,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arrowstreet Capital | NONE | $600,548 | not reported in the loaded dataset |
| Zenith Administrative Services | NONE | $172,319 | not reported in the loaded dataset |
| Allan Biller | NONE | $163,163 | not reported in the loaded dataset |
| National Real Estate Advisors | NONE | $156,605 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $115,826 | not reported in the loaded dataset |
| Ullico | NONE | $102,824 | not reported in the loaded dataset |
| The Segal Co | NONE | $88,850 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $69,616 | not reported in the loaded dataset |
| Necastar | NONE | $65,301 | not reported in the loaded dataset |
| Audaz | NONE | $55,328 | not reported in the loaded dataset |
| Bmo Harris | NONE | $37,387 | not reported in the loaded dataset |
| William Blair | NONE | $34,658 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $34,344 | $0 |
| Baldwin Moffitt Behm Llp | NONE | $32,919 | not reported in the loaded dataset |
| International Printing | NONE | $15,760 | not reported in the loaded dataset |
| Loomis | NONE | $14,775 | not reported in the loaded dataset |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $11,455 | not reported in the loaded dataset |
| Kelly Law Group | NONE | $10,870 | not reported in the loaded dataset |
| Panagora | NONE | $10,761 | not reported in the loaded dataset |