2023 Form 5500 filing — Ibew No 271 Neca Health & Benefit 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 20241014113010NAL0013204627005) for Ibew No 271 Neca Health & Benefit Fund, reported by Ibew No 271 Neca Health & Benefit Fund under EIN 20-0520351 and plan number 501. It reports 635 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113010NAL0013204627005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew No 271 Neca Health & Benefit Fund
- EIN
- 20-0520351
- Plan number
- 501
- Location
- Wichita, KS
- Participants
- 635
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,020,493
- Total liabilities (EOY)
- $850,500
- Net assets (EOY)
- $19,169,993
- Employer contributions
- $11,778,610
- Participant contributions
- $195,963
- Total income / additions
- $13,184,898
- Benefits paid
- $11,218,960
- Administrative expenses
- $273,549
- Total expenses
- $11,492,509
- Net increase / (decrease)
- $1,692,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meier & Meier | CONSULTANT/BROKER | $74,936 | not reported in the loaded dataset |
| William C Earhart | CONTRACT ADMINISTRATOR | $57,253 | not reported in the loaded dataset |
| Financial Counselors, Inc. | INVESTMENT CUSTODIAN | $37,875 | not reported in the loaded dataset |
| Morrow & Co, LLC | AUDITOR | $30,574 | not reported in the loaded dataset |
| Emprise Bank | CUSTODIAN | $29,311 | not reported in the loaded dataset |
| Spencer Fane Llp | LEGAL | $18,000 | not reported in the loaded dataset |