2023 Form 5500 filing — Dakotas Areawide Ibew-Neca Savings And 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 20241014222818NAL0015617203003) for Dakotas Areawide Ibew-Neca Savings And Retirement Plan, reported by Board Of Trustees Of Dakotas Areawide Ibew-Neca Savings And Retirement under EIN 45-0348980 and plan number 002. It reports 4,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014222818NAL0015617203003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Dakotas Areawide Ibew-Neca Savings And Retirement
- EIN
- 45-0348980
- Plan number
- 002
- Location
- Fargo, ND
- Participants
- 4,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $521,170,291
- Total liabilities (EOY)
- $96,210
- Net assets (EOY)
- $521,074,081
- Employer contributions
- $23,450,836
- Participant contributions
- $1,595,936
- Total income / additions
- $105,172,039
- Benefits paid
- $28,682,700
- Administrative expenses
- $680,328
- Total expenses
- $29,363,028
- Net increase / (decrease)
- $75,809,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of North Dak | NONE | $234,680 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $122,292 | $0 |
| Kutak Rock | NONE | $73,408 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $72,746 | $0 |
| Milliman | NONE | $36,000 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick Llp | NONE | $32,009 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $22,240 | not reported in the loaded dataset |