2023 Form 5500 filing — Ibew - Neca Southwestern Health And Benefit 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 20250530123550NAL0014977056001) for Ibew - Neca Southwestern Health And Benefit Fund, reported by Trustees Of Ibew - Neca Swhbf under EIN 23-7259768 and plan number 501. It reports 8,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250530123550NAL0014977056001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew - Neca Swhbf
- EIN
- 23-7259768
- Plan number
- 501
- Location
- Dallas, TX
- Participants
- 8,531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,474,760
- Total liabilities (EOY)
- $27,282,411
- Net assets (EOY)
- $69,192,349
- Employer contributions
- $80,458,469
- Participant contributions
- $4,701,716
- Total income / additions
- $108,226,885
- Benefits paid
- $96,968,338
- Administrative expenses
- $4,096,807
- Total expenses
- $101,065,145
- Net increase / (decrease)
- $7,161,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $2,510,285 | not reported in the loaded dataset |
| Baker Botts | NONE | $434,722 | not reported in the loaded dataset |
| Ubs | NONE | $219,133 | not reported in the loaded dataset |
| Segal Consulting | NONE | $72,815 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | NONE | $56,743 | not reported in the loaded dataset |
| Conner & Winters | NONE | $51,087 | not reported in the loaded dataset |
| Tcw Investment Management | NONE | $43,001 | not reported in the loaded dataset |
| Wcm Investment | NONE | $42,246 | not reported in the loaded dataset |
| Wellesly Asset Management | NONE | $40,321 | not reported in the loaded dataset |
| Bahl & Gaynor | NONE | $37,144 | not reported in the loaded dataset |
| Brands Investment | NONE | $31,385 | not reported in the loaded dataset |
| Eaton Vance | NONE | $27,843 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $25,782 | not reported in the loaded dataset |
| Ka Smid | NONE | $22,722 | not reported in the loaded dataset |
| Charles Hill | NONE | $10,254 | not reported in the loaded dataset |
| Uniplan | NONE | $5,917 | not reported in the loaded dataset |