Neca Local 145 Ibew Pension Fund — Form 5500 plan (Neca Local 145 Ibew Pension 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 Local 145 Ibew Pension Fund is a benefit plan reported by Neca Local 145 Ibew Pension Fund under EIN 36-6492101 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,572 participants and $253,964,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neca Local 145 Ibew Pension Fund
- EIN
- 36-6492101
- Plan number
- 001
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 1,572
- End-of-year plan assets
- $253,964,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,572 | H, C | 20250529111352NAL0014010912002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $253,964,436
- Total liabilities (EOY)
- $90,269
- Net assets (EOY)
- $253,874,167
- Net assets (BOY)
- $223,260,135
Income & contributions
- Employer contributions
- $11,381,279
- Total contributions
- $11,381,279
- Total income / additions
- $45,118,983
Expenses & distributions
- Benefits paid
- $13,681,897
- Administrative expenses
- $823,054
- Total expenses
- $14,504,951
- Net increase / (decrease)
- $30,614,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| R J Lee & Associates, Llp | NONE | $208,167 | not reported in the loaded dataset | 2023 |
| Bartlett & Co | NONE | $97,132 | not reported in the loaded dataset | 2023 |
| Quad City Bank & Trust | NONE | $83,888 | not reported in the loaded dataset | 2023 |
| Smith Graham And Co | NONE | $75,195 | not reported in the loaded dataset | 2023 |
| Dana Investment Advisors, Inc. | NONE | $53,932 | $0 | 2023 |
| Jensen Investments | NONE | $40,546 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $39,366 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $34,650 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Old National Wealth Management | NONE | $22,225 | not reported in the loaded dataset | 2023 |
| Mccarthy Callas Church Feeney, P.C. | NONE | $20,399 | not reported in the loaded dataset | 2023 |
| Corellian Software | NONE | $8,941 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neca Local 145 Ibew Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- R J Lee & Associates, Llp — Schedule C compensation
- Bartlett & Co — Schedule C compensation
- Quad City Bank & Trust — Schedule C compensation
- Smith Graham And Co — Schedule C compensation
- Dana Investment Advisors, Inc. — Schedule C compensation
- Jensen Investments — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Old National Wealth Management — Schedule C compensation
- Mccarthy Callas Church Feeney, P.C. — Schedule C compensation
- Corellian Software — Schedule C compensation