2023 Form 5500 filing — Neca Local 145 Ibew Pension 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 20250529111352NAL0014010912002) for Neca Local 145 Ibew Pension Fund, reported by Neca Local 145 Ibew Pension Fund under EIN 36-6492101 and plan number 001. It reports 1,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250529111352NAL0014010912002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Neca Local 145 Ibew Pension Fund
- EIN
- 36-6492101
- Plan number
- 001
- Location
- Moline, IL
- Participants
- 1,572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $253,964,436
- Total liabilities (EOY)
- $90,269
- Net assets (EOY)
- $253,874,167
- Employer contributions
- $11,381,279
- Total income / additions
- $45,118,983
- Benefits paid
- $13,681,897
- Administrative expenses
- $823,054
- Total expenses
- $14,504,951
- Net increase / (decrease)
- $30,614,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| R J Lee & Associates, Llp | NONE | $208,167 | not reported in the loaded dataset |
| Bartlett & Co | NONE | $97,132 | not reported in the loaded dataset |
| Quad City Bank & Trust | NONE | $83,888 | not reported in the loaded dataset |
| Smith Graham And Co | NONE | $75,195 | not reported in the loaded dataset |
| Dana Investment Advisors, Inc. | NONE | $53,932 | $0 |
| Jensen Investments | NONE | $40,546 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $39,366 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $34,650 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $33,000 | not reported in the loaded dataset |
| Old National Wealth Management | NONE | $22,225 | not reported in the loaded dataset |
| Mccarthy Callas Church Feeney, P.C. | NONE | $20,399 | not reported in the loaded dataset |
| Corellian Software | NONE | $8,941 | not reported in the loaded dataset |