Neca Lu No 313 Ibew Health & Welfare Plan — Form 5500 plan (Bd Of Tees Neca Lu 313 Ibew H&W Plan)
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 Lu No 313 Ibew Health & Welfare Plan is a benefit plan reported by Bd Of Tees Neca Lu 313 Ibew H&W Plan under EIN 51-6102722 and plan number 501. The latest loaded filing year is 2023. The filing reports 900 participants and $26,847,087 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Tees Neca Lu 313 Ibew H&W Plan
- EIN
- 51-6102722
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 900
- End-of-year plan assets
- $26,847,087
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 900 | H, C | 20241014203721NAL0053869890003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,847,087
- Total liabilities (EOY)
- $767,768
- Net assets (EOY)
- $26,079,319
- Net assets (BOY)
- $24,267,321
Income & contributions
- Employer contributions
- $15,522,321
- Participant contributions
- $2,091,240
- Total contributions
- $17,613,561
- Total income / additions
- $19,636,684
Expenses & distributions
- Benefits paid
- $16,640,166
- Administrative expenses
- $1,184,520
- Total expenses
- $17,824,686
- Net increase / (decrease)
- $1,811,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions,Inc | NONE | $446,984 | $17,650 | 2023 |
| Virgin Pulse, Inc | NONE | $84,025 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $64,709 | $10,000 | 2023 |
| Delta Dental Of Delaware, Inc | NONE | $67,531 | not reported in the loaded dataset | 2023 |
| Lacher & Associates | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Stacey Braun Associates Inc | NONE | $51,290 | $3,342 | 2023 |
| Personal Assistance Services | NONE | $38,090 | not reported in the loaded dataset | 2023 |
| Young Conaway Stargatt & Taylor Llp | NONE | $20,605 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $18,886 | not reported in the loaded dataset | 2023 |
| Jennings Sigmond | NONE | $13,120 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman, P.C. | NONE | $11,874 | not reported in the loaded dataset | 2023 |
| J.A Mariano Agency, Inc | NONE | $10,570 | not reported in the loaded dataset | 2023 |
| Td Cowen | NONE | $10,517 | not reported in the loaded dataset | 2023 |
| Pnc Bank, N.A. | NONE | $9,570 | $0 | 2023 |
| National Vision Administrators LLC | NONE | $6,813 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Tees Neca Lu 313 Ibew H&W Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions,Inc — Schedule C compensation
- Virgin Pulse, Inc — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Delta Dental Of Delaware, Inc — Schedule C compensation
- Lacher & Associates — Schedule C compensation
- Stacey Braun Associates Inc — Schedule C compensation
- Personal Assistance Services — Schedule C compensation
- Young Conaway Stargatt & Taylor Llp — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Jennings Sigmond — Schedule C compensation
- Holroyd Gelman, P.C. — Schedule C compensation
- J.A Mariano Agency, Inc — Schedule C compensation
- Td Cowen — Schedule C compensation
- Pnc Bank, N.A. — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation