Western Regions Neca 401(K) Plan — Form 5500 plan (Board Of Trustees, Western Regions Neca 401(K) Plan)
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, Western Regions Neca 401(K) Plan is a benefit plan reported by Board Of Trustees, Western Regions Neca 401(K) Plan under EIN 33-0670046 and plan number 333. The latest loaded filing year is 2023. The filing reports 680 participants and $48,841,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Western Regions Neca 401(K) Plan
- EIN
- 33-0670046
- Plan number
- 333
- Plan type
- 3
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 680
- End-of-year plan assets
- $48,841,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 680 | H, C | 20241015182104NAL0017034563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,841,643
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,841,643
- Net assets (BOY)
- $37,009,378
Income & contributions
- Employer contributions
- $1,720,014
- Participant contributions
- $2,612,809
- Total contributions
- $4,463,321
- Total income / additions
- $10,850,157
Expenses & distributions
- Benefits paid
- $1,969,849
- Administrative expenses
- $142,337
- Total expenses
- $2,112,186
- Net increase / (decrease)
- $8,737,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Focus Investment Advisors, Inc. | INVESTMENT ADVISORY - PLA | $102,332 | not reported in the loaded dataset | 2023 |
| Neyart Anderson Flynn Grosboll | LEGAL | $14,278 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan | OTHER | $11,888 | not reported in the loaded dataset | 2023 |
| Miller Kaplan | AUDIT | $8,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Western Regions Neca 401(K) Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Focus Investment Advisors, Inc. — Schedule C compensation
- Neyart Anderson Flynn Grosboll — Schedule C compensation
- Marsh & Mclennan — Schedule C compensation
- Miller Kaplan — Schedule C compensation