2023 Form 5500 filing — Ibew Local 40 - Neca Health & Welfare 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 20250714182502NAL0000866787001) for Ibew Local 40 - Neca Health & Welfare Trust Fund, reported by Board Of Trustees, Ibew Local 40 - Neca Health & under EIN 95-4660513 and plan number 501. It reports 459 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714182502NAL0000866787001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 40 - Neca Health &
- EIN
- 95-4660513
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 459
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,194,560
- Total liabilities (EOY)
- $1,505,001
- Net assets (EOY)
- $5,689,559
- Employer contributions
- $2,816,015
- Participant contributions
- $42,875
- Total income / additions
- $3,942,735
- Benefits paid
- $3,002,035
- Administrative expenses
- $149,475
- Total expenses
- $3,151,510
- Net increase / (decrease)
- $791,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coast Benefits | NONE | $81,519 | not reported in the loaded dataset |
| Gerald Lutzker | NONE | $24,300 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $13,725 | not reported in the loaded dataset |
| Focus Investment Group | NONE | $7,000 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $6,801 | not reported in the loaded dataset |