Neca-Ibew Local 176 Pension Trust Fund — Form 5500 plan (Trustees Of The Neca-Ibew Local 176 Pension Trust Fund)
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, Neca-Ibew Local 176 Pension Trust Fund is a benefit plan reported by Trustees Of The Neca-Ibew Local 176 Pension Trust Fund under EIN 36-2953263 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,263 participants and $677,825,728 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Neca-Ibew Local 176 Pension Trust Fund
- EIN
- 36-2953263
- Plan number
- 001
- Plan type
- 1
- Location
- Joliet, IL
- Latest filing year
- 2023
- Participants
- 2,263
- End-of-year plan assets
- $677,825,728
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,263 | H, C | 20250217083955NAL0001678641004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $677,825,728
- Total liabilities (EOY)
- $1,030,649
- Net assets (EOY)
- $676,795,079
- Net assets (BOY)
- $614,522,074
Income & contributions
- Employer contributions
- $25,530,161
- Total contributions
- $25,530,161
- Total income / additions
- $104,350,686
Expenses & distributions
- Benefits paid
- $40,801,744
- Administrative expenses
- $1,275,937
- Total expenses
- $42,077,681
- Net increase / (decrease)
- $62,273,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keeley-Teton Advisors | NONE | $230,483 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $190,770 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $190,200 | not reported in the loaded dataset | 2023 |
| Arnold & Kadjan | NONE | $173,956 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | NONE | $124,443 | not reported in the loaded dataset | 2023 |
| Marquette & Associates | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $68,244 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $61,988 | not reported in the loaded dataset | 2023 |
| Richard J Wolf & Co, Inc | NONE | $54,035 | not reported in the loaded dataset | 2023 |
| Greenberg Traurig Llp | NONE | $30,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Neca-Ibew Local 176 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Joliet, IL
- Keeley-Teton Advisors — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Arnold & Kadjan — Schedule C compensation
- John Hancock Retirement Plan Servic — Schedule C compensation
- Marquette & Associates — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Richard J Wolf & Co, Inc — Schedule C compensation
- Greenberg Traurig Llp — Schedule C compensation