2023 Form 5500 filing — Neca-Ibew Memphis 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 20241223143006NAL0004979475001) for Neca-Ibew Memphis Retirement Plan, reported by Board Of Trustees Of Neca-Ibew Memphis Retirement Plan under EIN 62-1256120 and plan number 002. It reports 2,494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223143006NAL0004979475001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Neca-Ibew Memphis Retirement Plan
- EIN
- 62-1256120
- Plan number
- 002
- Location
- Lansing, MI
- Participants
- 2,494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,370,381
- Total liabilities (EOY)
- $1,928,157
- Net assets (EOY)
- $211,442,224
- Employer contributions
- $12,685,466
- Total income / additions
- $37,093,686
- Benefits paid
- $8,628,481
- Administrative expenses
- $327,714
- Total expenses
- $8,956,195
- Net increase / (decrease)
- $28,137,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Retirement | NONE | $90,051 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $51,000 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $43,555 | not reported in the loaded dataset |
| The Segal Company | NONE | $41,033 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $36,313 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $29,150 | not reported in the loaded dataset |
| Ledbetter Partners, LLC | NONE | $22,327 | not reported in the loaded dataset |