2023 Form 5500 filing — Neca Lu No 313 Ibew Health & Welfare 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 20241014203721NAL0053869890003) for Neca Lu No 313 Ibew Health & Welfare Plan, reported by Bd Of Tees Neca Lu 313 Ibew H&W Plan under EIN 51-6102722 and plan number 501. It reports 900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014203721NAL0053869890003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Neca Lu 313 Ibew H&W Plan
- EIN
- 51-6102722
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,847,087
- Total liabilities (EOY)
- $767,768
- Net assets (EOY)
- $26,079,319
- Employer contributions
- $15,522,321
- Participant contributions
- $2,091,240
- Total income / additions
- $19,636,684
- Benefits paid
- $16,640,166
- Administrative expenses
- $1,184,520
- Total expenses
- $17,824,686
- Net increase / (decrease)
- $1,811,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions,Inc | NONE | $446,984 | $17,650 |
| Virgin Pulse, Inc | NONE | $84,025 | not reported in the loaded dataset |
| Segal Consulting | NONE | $64,709 | $10,000 |
| Delta Dental Of Delaware, Inc | NONE | $67,531 | not reported in the loaded dataset |
| Lacher & Associates | NONE | $66,000 | not reported in the loaded dataset |
| Stacey Braun Associates Inc | NONE | $51,290 | $3,342 |
| Personal Assistance Services | NONE | $38,090 | not reported in the loaded dataset |
| Young Conaway Stargatt & Taylor Llp | NONE | $20,605 | not reported in the loaded dataset |
| Sav-Rx | NONE | $18,886 | not reported in the loaded dataset |
| Jennings Sigmond | NONE | $13,120 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $11,874 | not reported in the loaded dataset |
| J.A Mariano Agency, Inc | NONE | $10,570 | not reported in the loaded dataset |
| Td Cowen | NONE | $10,517 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $9,570 | $0 |
| National Vision Administrators LLC | NONE | $6,813 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $5,000 | not reported in the loaded dataset |