2023 Form 5500 filing — Neca Lu No 313 Ibew Deferred Income 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 20241014203721NAL0053869890002) for Neca Lu No 313 Ibew Deferred Income Plan, reported by Bd Of Tees Neca 313 Ibew Def Income Plan under EIN 51-0285774 and plan number 002. It reports 1,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203721NAL0053869890002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Neca 313 Ibew Def Income Plan
- EIN
- 51-0285774
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 1,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,942,051
- Total liabilities (EOY)
- $332,505
- Net assets (EOY)
- $201,609,546
- Employer contributions
- $10,236,028
- Total income / additions
- $42,963,747
- Benefits paid
- $10,531,794
- Administrative expenses
- $277,966
- Total expenses
- $10,809,760
- Net increase / (decrease)
- $32,153,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | NONE | $148,996 | $0 |
| Zenith American Solutions,Inc | NONE | $42,292 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $30,000 | not reported in the loaded dataset |
| J.A Mariano Agency, Inc | NONE | $10,570 | not reported in the loaded dataset |