2023 Form 5500 filing — Neca-Ibew Pension Benefit Trust Fund
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 20241115125311NAL0000520611001) for Neca-Ibew Pension Benefit Trust Fund, reported by Board Of Trustees Of The Neca-Ibew Pension Benefit Trust Fund under EIN 43-6184756 and plan number 001. It reports 4,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115125311NAL0000520611001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Neca-Ibew Pension Benefit Trust Fund
- EIN
- 43-6184756
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 4,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $917,217,645
- Total liabilities (EOY)
- $408,302
- Net assets (EOY)
- $916,809,343
- Employer contributions
- $36,118,590
- Total income / additions
- $139,640,085
- Benefits paid
- $38,500,322
- Administrative expenses
- $605,989
- Total expenses
- $39,106,311
- Net increase / (decrease)
- $100,533,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $179,902 | not reported in the loaded dataset |
| Scarborough Capital Management | NONE | $127,444 | not reported in the loaded dataset |
| Prudential Retirement Insurance And | NONE | $87,804 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $70,088 | not reported in the loaded dataset |
| Anders Minkler Huber & Helm Llp | NONE | $46,960 | not reported in the loaded dataset |
| Marquette Associates | NONE | $45,000 | not reported in the loaded dataset |
| Schuchat, Cook & Werner | NONE | $5,619 | not reported in the loaded dataset |