2023 Form 5500 filing — Lake County Indiana Neca-Ibew Health And Benefit 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 20241009131141NAL0018347121001) for Lake County Indiana Neca-Ibew Health And Benefit Plan, reported by Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan under EIN 35-0911491 and plan number 501. It reports 1,406 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131141NAL0018347121001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Lake County Indiana Neca-Ibew Benefit Plan
- EIN
- 35-0911491
- Plan number
- 501
- Location
- Merrillville, IN
- Participants
- 1,406
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,003,789
- Total liabilities (EOY)
- $4,682,159
- Net assets (EOY)
- $111,321,630
- Employer contributions
- $20,284,466
- Participant contributions
- $1,051,839
- Total income / additions
- $34,751,364
- Benefits paid
- $24,416,653
- Administrative expenses
- $869,176
- Total expenses
- $25,285,829
- Net increase / (decrease)
- $9,465,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnacare | NONE | $504,317 | not reported in the loaded dataset |
| M Egener | EMPLOYEE | $104,652 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $75,236 | not reported in the loaded dataset |
| Included Health Inc. | NONE | $68,987 | not reported in the loaded dataset |
| P Keenan | ADMINISTRATOR | $65,210 | not reported in the loaded dataset |
| M Sczurko | EMPLOYEE | $63,754 | not reported in the loaded dataset |
| Hagberg & Associates, P.C. | NONE | $61,901 | not reported in the loaded dataset |
| Marquette Associates | NONE | $55,000 | not reported in the loaded dataset |
| Foster & Foster | NONE | $54,375 | not reported in the loaded dataset |
| J Swider | EMPLOYEE | $42,990 | not reported in the loaded dataset |
| Sage Advisory Services Ltd Co | NONE | $32,099 | not reported in the loaded dataset |
| Old National Bank | NONE | $5,043 | not reported in the loaded dataset |