2023 Form 5500 filing — Neca-Ibew Local 176 Pension 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 20250217083955NAL0001678641004) for Neca-Ibew Local 176 Pension Trust Fund, reported by Trustees Of The Neca-Ibew Local 176 Pension Trust Fund under EIN 36-2953263 and plan number 001. It reports 2,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217083955NAL0001678641004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Neca-Ibew Local 176 Pension Trust Fund
- EIN
- 36-2953263
- Plan number
- 001
- Location
- Joliet, IL
- Participants
- 2,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $677,825,728
- Total liabilities (EOY)
- $1,030,649
- Net assets (EOY)
- $676,795,079
- Employer contributions
- $25,530,161
- Total income / additions
- $104,350,686
- Benefits paid
- $40,801,744
- Administrative expenses
- $1,275,937
- Total expenses
- $42,077,681
- Net increase / (decrease)
- $62,273,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keeley-Teton Advisors | NONE | $230,483 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $190,770 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $190,200 | not reported in the loaded dataset |
| Arnold & Kadjan | NONE | $173,956 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | NONE | $124,443 | not reported in the loaded dataset |
| Marquette & Associates | NONE | $70,000 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $68,244 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $61,988 | not reported in the loaded dataset |
| Richard J Wolf & Co, Inc | NONE | $54,035 | not reported in the loaded dataset |
| Greenberg Traurig Llp | NONE | $30,000 | not reported in the loaded dataset |