Ibew-Neca Holiday Trust Fund- Local 1 — Form 5500 plan (Board Of Trustees Ibew-Neca Holiday Trust Fund - Local 1)
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, Ibew-Neca Holiday Trust Fund- Local 1 is a benefit plan reported by Board Of Trustees Ibew-Neca Holiday Trust Fund - Local 1 under EIN 43-6063999 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,557 participants and $32,957,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew-Neca Holiday Trust Fund - Local 1
- EIN
- 43-6063999
- Plan number
- 501
- Plan type
- 1
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 3,557
- End-of-year plan assets
- $32,957,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,557 | H, C | 20250815144416NAL0012942176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,957,012
- Total liabilities (EOY)
- $32,439,807
- Net assets (EOY)
- $517,205
- Net assets (BOY)
- $231,209
Income & contributions
- Employer contributions
- $27,834,411
- Total contributions
- $27,834,411
- Total income / additions
- $29,140,579
Expenses & distributions
- Benefits paid
- $28,676,860
- Administrative expenses
- $177,723
- Total expenses
- $28,854,583
- Net increase / (decrease)
- $285,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew-Neca Service Center | COMMON AFFILIATION | $60,275 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber Helm Llp | NONE | $47,082 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $7,232 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew-Neca Holiday Trust Fund - Local 1
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Ibew-Neca Service Center — Schedule C compensation
- Anders Minkler Huber Helm Llp — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation