2023 Form 5500 filing — Central California Ibew-Neca 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 20250411152505NAL0023429041001) for Central California Ibew-Neca Pension Trust Fund, reported by Board Of Trustees, Central California Ibew-Neca under EIN 95-6209008 and plan number 001. It reports 1,093 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411152505NAL0023429041001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Central California Ibew-Neca
- EIN
- 95-6209008
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 1,093
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,238,331
- Total liabilities (EOY)
- $193,016
- Net assets (EOY)
- $126,045,315
- Employer contributions
- $4,201,332
- Total income / additions
- $14,098,375
- Benefits paid
- $10,610,163
- Administrative expenses
- $537,683
- Total expenses
- $11,147,846
- Net increase / (decrease)
- $2,950,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services, Inc | NONE | $94,848 | not reported in the loaded dataset |
| Dodge And Cox | NONE | $57,942 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $57,562 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $53,123 | not reported in the loaded dataset |
| Nwps | NONE | $47,200 | not reported in the loaded dataset |
| George Berla Consulting | NONE | $43,680 | not reported in the loaded dataset |
| U.S. Bank N.A. | NONE | $27,893 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $22,462 | not reported in the loaded dataset |
| Local 413 | PARTY-IN-INTEREST | $16,863 | not reported in the loaded dataset |
| Local 639 | PARTY-IN-INTEREST | $9,443 | not reported in the loaded dataset |