2023 Form 5500 filing — Neca Employees' 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 20241011213223NAL0022712705001) for Neca Employees' Pension Plan, reported by National Electrical Contractors Association, Inc. under EIN 53-0115267 and plan number 334. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011213223NAL0022712705001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Electrical Contractors Association, Inc.
- EIN
- 53-0115267
- Plan number
- 334
- Location
- Washington, DC
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,351,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,351,559
- Total income / additions
- $3,344,394
- Benefits paid
- $2,939,794
- Administrative expenses
- $386,807
- Total expenses
- $3,326,601
- Net increase / (decrease)
- $17,793
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | ACTUARY | $188,736 | not reported in the loaded dataset |
| Slc Management | INVESTMENT MGR | $69,908 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $19,566 | not reported in the loaded dataset |
| Mckonly & Asbury | NONE | $16,120 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $3,465 | not reported in the loaded dataset |