2023 Form 5500 filing — Ibew/Neca Sound And Communications Health And 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 20241016022532NAL0050373024001) for Ibew/Neca Sound And Communications Health And Welfare Plan, reported by Board Of Trustees, Ibew/Neca Sound And Communications under EIN 77-0234638 and plan number 501. It reports 3,210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016022532NAL0050373024001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew/Neca Sound And Communications
- EIN
- 77-0234638
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 3,210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,985,735
- Total liabilities (EOY)
- $39,873,098
- Net assets (EOY)
- $38,112,637
- Employer contributions
- $68,424,562
- Participant contributions
- $414,548
- Total income / additions
- $75,101,178
- Benefits paid
- $73,644,011
- Administrative expenses
- $2,023,714
- Total expenses
- $75,667,725
- Net increase / (decrease)
- -$566,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $1,151,451 | not reported in the loaded dataset |
| Anthem Blue Cross | NONE | $429,367 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $180,880 | not reported in the loaded dataset |
| Bay Sport Inc. | NONE | $131,417 | not reported in the loaded dataset |
| Smart Source Of Ca | NONE | $100,564 | not reported in the loaded dataset |
| Union Data Systems | NONE | $87,561 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $72,000 | not reported in the loaded dataset |
| J.H. Herrle & Associates, Inc. | NONE | $54,000 | not reported in the loaded dataset |
| Psg Consulting, LLC | NONE | $39,712 | not reported in the loaded dataset |
| Alan D. Biller & Associates, Inc. | NONE | $34,500 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $29,966 | not reported in the loaded dataset |
| American Health Holding, Inc. | NONE | $22,903 | not reported in the loaded dataset |