2023 Form 5500 filing — Greater Texas Ibew Neca Annuity 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 20241009095840NAL0009088435001) for Greater Texas Ibew Neca Annuity Plan, reported by Trustees Of Greater Texas Ibew Neca under EIN 75-6229319 and plan number 001. It reports 4,128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009095840NAL0009088435001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Greater Texas Ibew Neca
- EIN
- 75-6229319
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 4,128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,145,221
- Total liabilities (EOY)
- $77,333
- Net assets (EOY)
- $146,067,888
- Employer contributions
- $8,725,230
- Participant contributions
- $217,957
- Total income / additions
- $22,222,906
- Benefits paid
- $12,113,952
- Administrative expenses
- $311,412
- Total expenses
- $12,425,364
- Net increase / (decrease)
- $9,797,542
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Resources, Inc. | ADMINISTRATOR | $107,897 | not reported in the loaded dataset |
| Indure | INV MGMT | $76,229 | not reported in the loaded dataset |
| Segal Marco | INV ADVISOR | $63,000 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $19,170 | not reported in the loaded dataset |