2023 Form 5500 filing — Arkansas Chapter Neca-Ibew 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 20241016171506NAL0061939906001) for Arkansas Chapter Neca-Ibew Retirement Plan, reported by Arkansas Chapter Neca-Ibew Retirement Plan under EIN 71-0507555 and plan number 001. It reports 2,714 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016171506NAL0061939906001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Arkansas Chapter Neca-Ibew Retirement Plan
- EIN
- 71-0507555
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 2,714
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $265,362,158
- Total liabilities (EOY)
- $280,597
- Net assets (EOY)
- $265,081,561
- Employer contributions
- $8,279,940
- Total income / additions
- $41,872,176
- Benefits paid
- $13,730,212
- Administrative expenses
- $1,035,823
- Total expenses
- $14,766,035
- Net increase / (decrease)
- $27,106,141
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luther King Capital Management | NONE | $668,021 | not reported in the loaded dataset |
| Lathrop Investment Management Corp. | NONE | $148,455 | not reported in the loaded dataset |
| Ellis, Tucker & Aldridge, Llp | NONE | $113,700 | not reported in the loaded dataset |
| Little Shaneyfelt Marshall & Co. | NONE | $26,000 | not reported in the loaded dataset |
| Overbey Graham Striegel & Westbrook | NONE | $22,077 | not reported in the loaded dataset |