Neca Local Union No 313 Ibew Pension Plan — Form 5500 plan (Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl)
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 Union No 313 Ibew Pension Plan is a benefit plan reported by Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl under EIN 51-6025969 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,413 participants and $216,830,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl
- EIN
- 51-6025969
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 1,413
- End-of-year plan assets
- $216,830,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,413 | H, C | 20241015152228NAL0050152000004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $216,830,384
- Total liabilities (EOY)
- $486,707
- Net assets (EOY)
- $216,343,677
- Net assets (BOY)
- $200,841,026
Income & contributions
- Employer contributions
- $10,223,422
- Total contributions
- $10,223,422
- Total income / additions
- $33,265,214
Expenses & distributions
- Benefits paid
- $16,437,089
- Administrative expenses
- $1,325,474
- Total expenses
- $17,762,563
- Net increase / (decrease)
- $15,502,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boston Partners | NONE | $243,706 | $0 | 2023 |
| Stacey Braun Associates Inc. | NONE | $183,305 | $0 | 2023 |
| Asb Capital Management, LLC | NONE | $127,625 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions,Inc. | NONE | $102,245 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $80,647 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $65,071 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $64,263 | $0 | 2023 |
| Young Conaway Stargatt & Taylor Llp | NONE | $31,201 | not reported in the loaded dataset | 2023 |
| Jennings Sigmond | NONE | $25,179 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $23,056 | not reported in the loaded dataset | 2023 |
| J.A. Mariano Agency, Inc. | not reported in the loaded dataset | $10,570 | $0 | 2023 |
| Daniel A. Winters & Company, Cpas | NONE | $7,640 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $6,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Of Neca Lu No 313 Ibew Pen Pl
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Boston Partners — Schedule C compensation
- Stacey Braun Associates Inc. — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Zenith American Solutions,Inc. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- Young Conaway Stargatt & Taylor Llp — Schedule C compensation
- Jennings Sigmond — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation
- J.A. Mariano Agency, Inc. — Schedule C compensation
- Daniel A. Winters & Company, Cpas — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation