2023 Form 5500 filing — Neca-Ibew 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 20250317163454NAL0001863217004) for Neca-Ibew Pension Trust Fund, reported by Neca-Ibew Pension Trust Fund under EIN 51-6029903 and plan number 001. It reports 11,817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317163454NAL0001863217004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Neca-Ibew Pension Trust Fund
- EIN
- 51-6029903
- Plan number
- 001
- Location
- Decatur, IL
- Participants
- 11,817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,496,828,211
- Total liabilities (EOY)
- $3,395,556
- Net assets (EOY)
- $1,493,432,655
- Employer contributions
- $71,256,270
- Total income / additions
- $255,816,295
- Benefits paid
- $98,013,000
- Administrative expenses
- $4,552,839
- Total expenses
- $102,565,839
- Net increase / (decrease)
- $153,250,456
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors, Inc | NONE | $1,039,210 | not reported in the loaded dataset |
| Ibew Neca Administration Assoc | ADMINISTRATOR | $495,143 | not reported in the loaded dataset |
| National Investment Services | NONE | $401,575 | $0 |
| Asb Capital Management LLC | NONE | $279,026 | $0 |
| Lsv Asset Management | NONE | $273,946 | not reported in the loaded dataset |
| Ifm Investors Pty Ltd | NONE | $0 | $239,545 |
| Parametric Portfolio Associates LLC | NONE | $215,277 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $197,291 | $0 |
| Bridgeway Benefit Technologies LLC | NONE | $156,422 | not reported in the loaded dataset |
| Crescent Capital Income Fund B, Lp | NONE | $0 | $141,331 |
| Chevy Chase Trust Company | NONE | $139,514 | $0 |
| United Actuarial Services, Inc | NONE | $135,125 | not reported in the loaded dataset |
| Marquette Associates | NONE | $109,000 | not reported in the loaded dataset |
| Kerber, Eck & Braeckel Llp | NONE | $106,012 | not reported in the loaded dataset |
| Cavanagh Ohara | NONE | $89,656 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $55,262 | $0 |
| Pnc Bank, National Association | NONE | $39,259 | $0 |
| Comerica Bank | NONE | $29,046 | $0 |
| Classic Printing Company, Inc | NONE | $10,644 | not reported in the loaded dataset |
| Corellian Software Inc | NONE | $9,257 | not reported in the loaded dataset |
| Busey Bank | NONE | $8,992 | not reported in the loaded dataset |