2023 Form 5500 filing — Ibew Local Union 354 Intermountain Chapter Neca Retirement Benefit 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 20241216160201NAL0000902531003) for Ibew Local Union 354 Intermountain Chapter Neca Retirement Benefit Fund, reported by Ibew Local Union 354 And Intermoun Neca Retirement Benefit Fund under EIN 87-0633646 and plan number 501. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216160201NAL0000902531003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union 354 And Intermoun Neca Retirement Benefit Fund
- EIN
- 87-0633646
- Plan number
- 501
- Location
- Las Vegas, NV
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,598,482
- Total liabilities (EOY)
- $45,336
- Net assets (EOY)
- $22,553,146
- Employer contributions
- $815,267
- Total income / additions
- $4,791,223
- Benefits paid
- $151,340
- Administrative expenses
- $239,183
- Total expenses
- $390,523
- Net increase / (decrease)
- $4,400,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alta Capital Management | not reported in the loaded dataset | $99,630 | not reported in the loaded dataset |
| Us Bank | not reported in the loaded dataset | $63,361 | not reported in the loaded dataset |
| Haynie & Co. | not reported in the loaded dataset | $25,850 | not reported in the loaded dataset |
| Roy & Associates | not reported in the loaded dataset | $14,750 | not reported in the loaded dataset |
| Compusys Of Utah | not reported in the loaded dataset | $13,960 | not reported in the loaded dataset |
| Blake & Uhlig, P.A. | not reported in the loaded dataset | $8,772 | not reported in the loaded dataset |