2023 Form 5500 filing — Western Regions Neca 401(K) 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 20241015182104NAL0017034563001) for Western Regions Neca 401(K) Plan, reported by Board Of Trustees, Western Regions Neca 401(K) Plan under EIN 33-0670046 and plan number 333. It reports 680 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182104NAL0017034563001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Board Of Trustees, Western Regions Neca 401(K) Plan
- EIN
- 33-0670046
- Plan number
- 333
- Location
- Spokane, WA
- Participants
- 680
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,841,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,841,643
- Employer contributions
- $1,720,014
- Participant contributions
- $2,612,809
- Total income / additions
- $10,850,157
- Benefits paid
- $1,969,849
- Administrative expenses
- $142,337
- Total expenses
- $2,112,186
- Net increase / (decrease)
- $8,737,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Focus Investment Advisors, Inc. | INVESTMENT ADVISORY - PLA | $102,332 | not reported in the loaded dataset |
| Neyart Anderson Flynn Grosboll | LEGAL | $14,278 | not reported in the loaded dataset |
| Marsh & Mclennan | OTHER | $11,888 | not reported in the loaded dataset |
| Miller Kaplan | AUDIT | $8,700 | not reported in the loaded dataset |