Indianhead Neca - Ibew Local 14 Welfare Fund — Form 5500 plan (Indianhead Neca - Ibew Local 14 Welfare 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, Indianhead Neca - Ibew Local 14 Welfare Fund is a benefit plan reported by Indianhead Neca - Ibew Local 14 Welfare Fund under EIN 39-6107561 and plan number 501. The latest loaded filing year is 2023. The filing reports 159 participants and $1,585,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indianhead Neca - Ibew Local 14 Welfare Fund
- EIN
- 39-6107561
- Plan number
- 501
- Plan type
- 1
- Location
- Fall Creek, WI
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $1,585,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241118100009NAL0001943488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,585,052
- Total liabilities (EOY)
- $6,900
- Net assets (EOY)
- $1,578,152
- Net assets (BOY)
- $1,309,763
Income & contributions
- Employer contributions
- $569,629
- Total contributions
- $569,629
- Total income / additions
- $631,105
Expenses & distributions
- Benefits paid
- $342,600
- Administrative expenses
- $20,116
- Total expenses
- $362,716
- Net increase / (decrease)
- $268,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bauman Associates, Ltd. | NONE | $6,900 | not reported in the loaded dataset | 2023 |