2023 Form 5500 filing — Neca Local Union No 313 Ibew Pension 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 20241015152228NAL0050152000004) for Neca Local Union No 313 Ibew Pension Plan, reported by Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl under EIN 51-6025969 and plan number 001. It reports 1,413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152228NAL0050152000004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl
- EIN
- 51-6025969
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 1,413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $216,830,384
- Total liabilities (EOY)
- $486,707
- Net assets (EOY)
- $216,343,677
- Employer contributions
- $10,223,422
- Total income / additions
- $33,265,214
- Benefits paid
- $16,437,089
- Administrative expenses
- $1,325,474
- Total expenses
- $17,762,563
- Net increase / (decrease)
- $15,502,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boston Partners | NONE | $243,706 | $0 |
| Stacey Braun Associates Inc. | NONE | $183,305 | $0 |
| Asb Capital Management, LLC | NONE | $127,625 | not reported in the loaded dataset |
| Zenith American Solutions,Inc. | NONE | $102,245 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $80,647 | not reported in the loaded dataset |
| Segal Consulting | NONE | $65,071 | not reported in the loaded dataset |
| Pnc Bank, N.A. | NONE | $64,263 | $0 |
| Young Conaway Stargatt & Taylor Llp | NONE | $31,201 | not reported in the loaded dataset |
| Jennings Sigmond | NONE | $25,179 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $23,056 | not reported in the loaded dataset |
| J.A. Mariano Agency, Inc. | not reported in the loaded dataset | $10,570 | $0 |
| Daniel A. Winters & Company, Cpas | NONE | $7,640 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $6,250 | not reported in the loaded dataset |