Ibew Local 531 & Neca Pension Plan — Form 5500 plan (Trustees Of Ibew Local 531 & Neca Pension 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, Ibew Local 531 & Neca Pension Plan is a benefit plan reported by Trustees Of Ibew Local 531 & Neca Pension Plan under EIN 35-6068417 and plan number 001. The latest loaded filing year is 2023. The filing reports 870 participants and $120,438,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 531 & Neca Pension Plan
- EIN
- 35-6068417
- Plan number
- 001
- Plan type
- 1
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 870
- End-of-year plan assets
- $120,438,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 870 | H, C | 20250902113209NAL0029366322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,438,444
- Total liabilities (EOY)
- $265,202
- Net assets (EOY)
- $120,173,242
- Net assets (BOY)
- $103,214,651
Income & contributions
- Employer contributions
- $7,189,284
- Total contributions
- $7,189,284
- Total income / additions
- $23,878,227
Expenses & distributions
- Benefits paid
- $6,157,802
- Administrative expenses
- $761,834
- Total expenses
- $6,919,636
- Net increase / (decrease)
- $16,958,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Segal Company | NONE | $121,867 | $0 | 2023 |
| Grosvenor | NONE | $102,727 | $0 | 2023 |
| Zenith American Solutions | NONE | $77,917 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $53,958 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $53,482 | $0 | 2023 |
| Lsv Asset Management | NONE | $46,206 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $30,907 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co. | NONE | $23,725 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners Lp | NONE | $22,706 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Ny | NONE | $20,436 | $0 | 2023 |
| May Oberfell Lorber | NONE | $19,958 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $19,302 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Lm Henderson Company Llp | NONE | $15,043 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $9,322 | $0 | 2023 |
| Ledbetter Partners LLC | NONE | $5,295 | not reported in the loaded dataset | 2023 |
| Iron Mountain | NONE | $5,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 531 & Neca Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- The Segal Company — Schedule C compensation
- Grosvenor — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Western Asset Management Co. — Schedule C compensation
- Corbin Capital Partners Lp — Schedule C compensation
- Amalgamated Bank Of Ny — Schedule C compensation
- May Oberfell Lorber — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Lm Henderson Company Llp — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Iron Mountain — Schedule C compensation