2023 Form 5500 filing — N.E.C.A.-I.B.E.W. Local Union No. 35 Annuity 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 20250312111707NAL0032010912001) for N.E.C.A.-I.B.E.W. Local Union No. 35 Annuity Plan, reported by Bd Of Trustees Neca-Ibew Local Union No 35 under EIN 06-0008934 and plan number 001. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312111707NAL0032010912001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Neca-Ibew Local Union No 35
- EIN
- 06-0008934
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $89,870,092
- Total liabilities (EOY)
- $135,908
- Net assets (EOY)
- $89,734,184
- Employer contributions
- $4,984,108
- Total income / additions
- $16,744,860
- Benefits paid
- $7,662,380
- Administrative expenses
- $205,929
- Total expenses
- $7,868,309
- Net increase / (decrease)
- $8,876,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Ins & Ann | NONE | $79,271 | $0 |
| Zenith American Solutions Inc | NONE | $45,771 | not reported in the loaded dataset |
| Meketa Investment Group Llp | NONE | $23,907 | not reported in the loaded dataset |
| Robert M Cheverie & Assoc | NONE | $20,000 | not reported in the loaded dataset |
| Novak Francella | NONE | $13,795 | not reported in the loaded dataset |