2023 Form 5500 filing — Neca-Ibew Local No. 364 Supplemental Unemployment 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 20250214110007NAL0023988289001) for Neca-Ibew Local No. 364 Supplemental Unemployment Benefit Trust Fund, reported by Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund under EIN 38-3690592 and plan number 501. It reports 2,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214110007NAL0023988289001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund
- EIN
- 38-3690592
- Plan number
- 501
- Location
- Rockford, IL
- Participants
- 2,125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,343,195
- Total liabilities (EOY)
- $449,976
- Net assets (EOY)
- $11,893,219
- Employer contributions
- $3,654,530
- Total income / additions
- $4,685,798
- Benefits paid
- $2,814,396
- Administrative expenses
- $79,425
- Total expenses
- $2,893,821
- Net increase / (decrease)
- $1,791,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eric J. Fernandez & Co. | NONE | $20,975 | not reported in the loaded dataset |
| Meketa Investment Group | NONE | $12,000 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $9,791 | not reported in the loaded dataset |