2023 Form 5500 filing — Neca-Ibew Local No. 364 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 20250716121518NAL0003119153001) for Neca-Ibew Local No. 364 Welfare Trust Fund, reported by Neca-Ibew Local 364 Welfare Tr Fnd under EIN 41-1677804 and plan number 501. It reports 917 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250716121518NAL0003119153001
Filing year
2023
Form type
1
Plan sponsor
Neca-Ibew Local 364 Welfare Tr Fnd
EIN
41-1677804
Plan number
501
Location
Lansing, MI
Participants
917
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$50,581,440
Total liabilities (EOY)
$5,025,306
Net assets (EOY)
$45,556,134
Employer contributions
$27,020,243
Participant contributions
$1,476,038
Total income / additions
$33,980,237
Benefits paid
$20,917,987
Administrative expenses
$704,016
Total expenses
$21,622,003
Net increase / (decrease)
$12,358,234
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Blue Cross Blue ShieldNONE$451,575$0
Tic International Co.NONE$201,334not reported in the loaded dataset
Hines & AssociatesNONE$106,705not reported in the loaded dataset
Foster & Foster, Inc.NONE$57,131not reported in the loaded dataset
Eric J. Fernandez & CompanyNONE$31,375not reported in the loaded dataset
Total Administrative Services Corp.NONE$30,033not reported in the loaded dataset
Meketa Investment GroupNONE$30,000not reported in the loaded dataset
Baum Sigman Auerbach & Neuman, Ltd.NONE$23,294not reported in the loaded dataset

Related Form 5500 pages