Wisconsin Neca-Ibew Retirement Plan — Form 5500 plan (Trustees Of Wisconsin Neca-Ibew)
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, Wisconsin Neca-Ibew Retirement Plan is a benefit plan reported by Trustees Of Wisconsin Neca-Ibew under EIN 39-1571911 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,529 participants and $635,865,031 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Wisconsin Neca-Ibew
- EIN
- 39-1571911
- Plan number
- 001
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 2,529
- End-of-year plan assets
- $635,865,031
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,529 | H, C | 20240926084121NAL0000245907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $635,865,031
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $635,865,031
- Net assets (BOY)
- $541,777,778
Income & contributions
- Employer contributions
- $26,703,147
- Participant contributions
- $992,930
- Total contributions
- $27,720,507
- Total income / additions
- $120,060,012
Expenses & distributions
- Benefits paid
- $25,535,336
- Administrative expenses
- $437,423
- Total expenses
- $25,972,759
- Net increase / (decrease)
- $94,087,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $152,175 | $0 | 2023 |
| Reinhart Boerner Van Deuren S.C | NONE | $127,165 | not reported in the loaded dataset | 2023 |
| Weebf | NONE | $85,416 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $33,092 | $0 | 2023 |
| Andco | NONE | $29,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $26,012 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Wisconsin Neca-Ibew
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Prudential Retirement Insurance And — Schedule C compensation
- Reinhart Boerner Van Deuren S.C — Schedule C compensation
- Weebf — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Andco — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation