Plan5500

2023 Form 5500 filing — Ibew Afl-Cio Local Union 743 Neca Penn-Del-Jersey Chapter Reading Division Retirement 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 20241014122015NAL0026130161003) for Ibew Afl-Cio Local Union 743 Neca Penn-Del-Jersey Chapter Reading Division Retirement Plan, reported by Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti under EIN 23-2177602 and plan number 002. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014122015NAL0026130161003
Filing year
2023
Form type
1
Plan sponsor
Ibew Afl-Cio Local Union 743 Neca Penn-D Chapter Reading Division Reti
EIN
23-2177602
Plan number
002
Location
Reading, PA
Participants
514
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$114,084,840
Total liabilities (EOY)
$77,875
Net assets (EOY)
$114,006,965
Employer contributions
$7,615,811
Total income / additions
$22,706,307
Benefits paid
$8,371,928
Administrative expenses
$181,406
Total expenses
$8,553,334
Net increase / (decrease)
$14,152,973
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Captrust Financial AdvisorsNONE$66,413not reported in the loaded dataset
John Hancock Retirement ServicesNONE$29,658not reported in the loaded dataset
Fabian & Byrn, TpaNONE$28,255not reported in the loaded dataset
Meyer Unkovic & Scott LlpNONE$17,537not reported in the loaded dataset
Alan Ross & Company PcNONE$11,500not reported in the loaded dataset

Related Form 5500 pages