2023 Form 5500 filing — Neca-Ibew Local 364 Defined Contribution 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 20250217143008NAL0001689217002) for Neca-Ibew Local 364 Defined Contribution Plan, reported by Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund under EIN 36-3306560 and plan number 002. It reports 1,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217143008NAL0001689217002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Neca-Ibew Local 364 Contribution Pension Trust Fund
- EIN
- 36-3306560
- Plan number
- 002
- Location
- Rockford, IL
- Participants
- 1,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $467,762,197
- Total liabilities (EOY)
- $3,384,788
- Net assets (EOY)
- $464,377,409
- Employer contributions
- $25,813,169
- Total income / additions
- $82,263,383
- Benefits paid
- $28,990,866
- Administrative expenses
- $562,686
- Total expenses
- $29,553,552
- Net increase / (decrease)
- $52,709,831
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | NONE | $184,869 | $0 |
| Meketa Investment Group | NONE | $105,000 | not reported in the loaded dataset |
| Dolan, Mceniry Capital Management | NONE | $60,591 | not reported in the loaded dataset |
| Tic International | NONE | $54,776 | not reported in the loaded dataset |
| White Oak Global Advisors, LLC | NONE | $42,658 | not reported in the loaded dataset |
| Eric J. Fernandez & Co. Cpa'S | NONE | $28,075 | not reported in the loaded dataset |
| Baum, Sigman Auerbach & Neuman Ltd. | NONE | $25,009 | not reported in the loaded dataset |
| Tricon Xi B Lp | NONE | $16,408 | not reported in the loaded dataset |