2023 Form 5500 filing — Neca-Ibew Local 584 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 20241022160040NAL0005769218001) for Neca-Ibew Local 584 Pension Plan, reported by Nec-Ibew Local 584 Pension Plan under EIN 73-6130146 and plan number 001. It reports 941 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241022160040NAL0005769218001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Nec-Ibew Local 584 Pension Plan
- EIN
- 73-6130146
- Plan number
- 001
- Location
- Richardson, TX
- Participants
- 941
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,992,329
- Total liabilities (EOY)
- $63,805
- Net assets (EOY)
- $37,928,524
- Employer contributions
- $1,708,168
- Total income / additions
- $7,285,939
- Benefits paid
- $2,635,195
- Administrative expenses
- $308,968
- Total expenses
- $2,944,163
- Net increase / (decrease)
- $4,341,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Actuarial Services LLC | ACTUARY | $63,958 | not reported in the loaded dataset |
| Southwest Service Admin Inc | ADMINISTRATOR | $62,114 | not reported in the loaded dataset |
| Rbc Wealth Management | INVESTMENT MANAGER | not reported in the loaded dataset | $48,579 |
| Conner & Winters Partners | LEGAL | $40,850 | not reported in the loaded dataset |
| Accounting Solutions Group LLC | AUDITOR | $20,200 | not reported in the loaded dataset |