2023 Form 5500 filing — Ibew-Neca Holiday Trust Fund- Local 1
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 20250815144416NAL0012942176001) for Ibew-Neca Holiday Trust Fund- Local 1, reported by Board Of Trustees Ibew-Neca Holiday Trust Fund - Local 1 under EIN 43-6063999 and plan number 501. It reports 3,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815144416NAL0012942176001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Ibew-Neca Holiday Trust Fund - Local 1
- EIN
- 43-6063999
- Plan number
- 501
- Location
- St. Louis, MO
- Participants
- 3,557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,957,012
- Total liabilities (EOY)
- $32,439,807
- Net assets (EOY)
- $517,205
- Employer contributions
- $27,834,411
- Total income / additions
- $29,140,579
- Benefits paid
- $28,676,860
- Administrative expenses
- $177,723
- Total expenses
- $28,854,583
- Net increase / (decrease)
- $285,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $60,275 | not reported in the loaded dataset |
| Anders Minkler Huber Helm Llp | NONE | $47,082 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $7,232 | not reported in the loaded dataset |