Ibew - Neca Southwestern Health And Benefit Fund — Form 5500 plan (Trustees Of Ibew - Neca Swhbf)
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, Ibew - Neca Southwestern Health And Benefit Fund is a benefit plan reported by Trustees Of Ibew - Neca Swhbf under EIN 23-7259768 and plan number 501. The latest loaded filing year is 2023. The filing reports 8,531 participants and $96,474,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew - Neca Swhbf
- EIN
- 23-7259768
- Plan number
- 501
- Plan type
- 1
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 8,531
- End-of-year plan assets
- $96,474,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,531 | H, C | 20250530123550NAL0014977056001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,474,760
- Total liabilities (EOY)
- $27,282,411
- Net assets (EOY)
- $69,192,349
- Net assets (BOY)
- $62,030,609
Income & contributions
- Employer contributions
- $80,458,469
- Participant contributions
- $4,701,716
- Total contributions
- $97,646,481
- Total income / additions
- $108,226,885
Expenses & distributions
- Benefits paid
- $96,968,338
- Administrative expenses
- $4,096,807
- Total expenses
- $101,065,145
- Net increase / (decrease)
- $7,161,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $2,510,285 | not reported in the loaded dataset | 2023 |
| Baker Botts | NONE | $434,722 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $219,133 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $72,815 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | NONE | $56,743 | not reported in the loaded dataset | 2023 |
| Conner & Winters | NONE | $51,087 | not reported in the loaded dataset | 2023 |
| Tcw Investment Management | NONE | $43,001 | not reported in the loaded dataset | 2023 |
| Wcm Investment | NONE | $42,246 | not reported in the loaded dataset | 2023 |
| Wellesly Asset Management | NONE | $40,321 | not reported in the loaded dataset | 2023 |
| Bahl & Gaynor | NONE | $37,144 | not reported in the loaded dataset | 2023 |
| Brands Investment | NONE | $31,385 | not reported in the loaded dataset | 2023 |
| Eaton Vance | NONE | $27,843 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $25,782 | not reported in the loaded dataset | 2023 |
| Ka Smid | NONE | $22,722 | not reported in the loaded dataset | 2023 |
| Charles Hill | NONE | $10,254 | not reported in the loaded dataset | 2023 |
| Uniplan | NONE | $5,917 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew - Neca Swhbf
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Zenith American Solutions — Schedule C compensation
- Baker Botts — Schedule C compensation
- Ubs — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Conner & Winters — Schedule C compensation
- Tcw Investment Management — Schedule C compensation
- Wcm Investment — Schedule C compensation
- Wellesly Asset Management — Schedule C compensation
- Bahl & Gaynor — Schedule C compensation
- Brands Investment — Schedule C compensation
- Eaton Vance — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Ka Smid — Schedule C compensation
- Charles Hill — Schedule C compensation
- Uniplan — Schedule C compensation