2023 Form 5500 filing — Ibew Local 40 - Neca Variable Annuity Pension Plan
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 20250714205504NAL0001487729001) for Ibew Local 40 - Neca Variable Annuity Pension Plan, reported by Board Of Trustees, Ibew Local 40 - Neca Variable under EIN 93-2972901 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714205504NAL0001487729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Ibew Local 40 - Neca Variable
- EIN
- 93-2972901
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,385,512
- Total liabilities (EOY)
- $213,962
- Net assets (EOY)
- $1,171,550
- Employer contributions
- $1,265,992
- Total income / additions
- $1,265,992
- Administrative expenses
- $94,442
- Total expenses
- $94,442
- Net increase / (decrease)
- $1,171,550
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $53,300 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $29,939 | not reported in the loaded dataset |
| Coast Benefits | NONE | $6,000 | not reported in the loaded dataset |