Neca-Ibew Local No. 364 Supplemental Unemployment Benefit Trust Fund — Form 5500 plan (Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment 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 No. 364 Supplemental Unemployment Benefit Trust Fund is a benefit plan reported by Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund under EIN 38-3690592 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,125 participants and $12,343,195 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund
- EIN
- 38-3690592
- Plan number
- 501
- Plan type
- 1
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 2,125
- End-of-year plan assets
- $12,343,195
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,125 | H, C | 20250214110007NAL0023988289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,343,195
- Total liabilities (EOY)
- $449,976
- Net assets (EOY)
- $11,893,219
- Net assets (BOY)
- $10,101,242
Income & contributions
- Employer contributions
- $3,654,530
- Total contributions
- $3,654,530
- Total income / additions
- $4,685,798
Expenses & distributions
- Benefits paid
- $2,814,396
- Administrative expenses
- $79,425
- Total expenses
- $2,893,821
- Net increase / (decrease)
- $1,791,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eric J. Fernandez & Co. | NONE | $20,975 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $9,791 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Rockford, IL
- Eric J. Fernandez & Co. — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Tic International Corporation — Schedule C compensation