N.E.C.A.-I.B.E.W. Local Union No. 35 Annuity Plan — Form 5500 plan (Bd Of Trustees Neca-Ibew Local Union No 35)
Plain-English plan 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, N.E.C.A.-I.B.E.W. Local Union No. 35 Annuity Plan is a benefit plan reported by Bd Of Trustees Neca-Ibew Local Union No 35 under EIN 06-0008934 and plan number 001. The latest loaded filing year is 2023. The filing reports 598 participants and $89,870,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Neca-Ibew Local Union No 35
- EIN
- 06-0008934
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $89,870,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20250312111707NAL0032010912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $89,870,092
- Total liabilities (EOY)
- $135,908
- Net assets (EOY)
- $89,734,184
- Net assets (BOY)
- $80,857,633
Income & contributions
- Employer contributions
- $4,984,108
- Total contributions
- $4,984,108
- Total income / additions
- $16,744,860
Expenses & distributions
- Benefits paid
- $7,662,380
- Administrative expenses
- $205,929
- Total expenses
- $7,868,309
- Net increase / (decrease)
- $8,876,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Ins & Ann | NONE | $79,271 | $0 | 2023 |
| Zenith American Solutions Inc | NONE | $45,771 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group Llp | NONE | $23,907 | not reported in the loaded dataset | 2023 |
| Robert M Cheverie & Assoc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $13,795 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Neca-Ibew Local Union No 35
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Prudential Retirement Ins & Ann — Schedule C compensation
- Zenith American Solutions Inc — Schedule C compensation
- Meketa Investment Group Llp — Schedule C compensation
- Robert M Cheverie & Assoc — Schedule C compensation
- Novak Francella — Schedule C compensation