Neca Local 145 Ibew Annuity And Profit Sharing Pla — Form 5500 plan (Neca Local 145 I.B.E.W Annuity And Profi)
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 Local 145 Ibew Annuity And Profit Sharing Pla is a benefit plan reported by Neca Local 145 I.B.E.W Annuity And Profi under EIN 36-3730534 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,263 participants and $152,815,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neca Local 145 I.B.E.W Annuity And Profi
- EIN
- 36-3730534
- Plan number
- 002
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 1,263
- End-of-year plan assets
- $152,815,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,263 | H, C | 20241111152344NAL0015159009003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,815,660
- Total liabilities (EOY)
- $207,448
- Net assets (EOY)
- $152,608,212
- Net assets (BOY)
- $129,133,361
Income & contributions
- Employer contributions
- $8,712,520
- Total contributions
- $8,712,520
- Total income / additions
- $30,477,627
Expenses & distributions
- Benefits paid
- $6,915,140
- Administrative expenses
- $87,636
- Total expenses
- $7,002,776
- Net increase / (decrease)
- $23,474,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rj Lee LLC | NONE | $32,968 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Mccarthy Callas & Feeney Pc | NONE | $7,656 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neca Local 145 I.B.E.W Annuity And Profi
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Rj Lee LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Mccarthy Callas & Feeney Pc — Schedule C compensation
- Investment Consulting Group — Schedule C compensation