Neca/Ibew Family Medical Care Trust Fund — Form 5500 plan (Board Of Trustees Of Neca/Ibew Family Medical Care Trust 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, Neca/Ibew Family Medical Care Trust Fund is a benefit plan reported by Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund under EIN 75-3198514 and plan number 501. The latest loaded filing year is 2023. The filing reports 37,081 participants and $964,150,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Neca/Ibew Family Medical Care Trust Fund
EIN
75-3198514
Plan number
501
Plan type
1
Location
Rockville, MD
Latest filing year
2023
Participants
37,081
End-of-year plan assets
$964,150,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337,081H, C20240731110646NAL0014259587003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$964,150,396
Total liabilities (EOY)
$106,404,579
Net assets (EOY)
$857,745,817
Net assets (BOY)
$708,537,941

Income & contributions

Employer contributions
$656,260,263
Participant contributions
$12,133,258
Total contributions
$668,393,521
Total income / additions
$767,099,458

Expenses & distributions

Benefits paid
$583,519,668
Administrative expenses
$34,371,914
Total expenses
$617,891,582
Net increase / (decrease)
$149,207,876

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Anthem Blue Cross Blue ShieldNONE$13,103,393not reported in the loaded dataset2023
Sav-Rx Prescription ServicesNONE$5,303,597not reported in the loaded dataset2023
United Healthcare Ins. CoNONE$4,829,214not reported in the loaded dataset2023
National Electrical Benefit FundAFFILIATED BENEFIT FUND$3,222,509not reported in the loaded dataset2023
Administrative StaffEMPLOYEES$2,442,393not reported in the loaded dataset2023
Xperis It CompanyNONE$1,267,921not reported in the loaded dataset2023
Metropolitan Life Insurance CoNONE$1,162,937not reported in the loaded dataset2023
Zelis Claims Integrity, Inc.NONE$1,043,601not reported in the loaded dataset2023
Ullico Investment AdvisorsNONE$527,407not reported in the loaded dataset2023
Robert W. Baird & Co. IncorporatedNONE$409,808not reported in the loaded dataset2023
Vision Service PlanNONE$367,791not reported in the loaded dataset2023
Kaplan Group LLCNONE$358,250not reported in the loaded dataset2023
Teladoc Health IncNONE$353,247not reported in the loaded dataset2023
Potts-Dupre, Hawkins & Kramer Chtd.NONE$350,872not reported in the loaded dataset2023
Asb Capital Management, LLCNONE$339,950not reported in the loaded dataset2023
Wex Health IncNONE$175,336$97,2952023
Foster & Foster ActuariesNONE$226,023not reported in the loaded dataset2023
Chartwell Investment Partners LLCNONE$203,905not reported in the loaded dataset2023
Magellan HealthNONE$196,449not reported in the loaded dataset2023
Voya Investment Trust CompanyNONE$183,304not reported in the loaded dataset2023
Income Research & ManagementNONE$168,266not reported in the loaded dataset2023
Talkspace Network, LLCNONE$154,420not reported in the loaded dataset2023
Fontana Lithograph,Inc Dba MosaicNONE$149,581not reported in the loaded dataset2023
Sovos Compliance, LLCNONE$90,903not reported in the loaded dataset2023
Marquette Associates, Inc.NONE$84,000not reported in the loaded dataset2023
Novak Francella LLCNONE$73,272not reported in the loaded dataset2023
Miller, Kaplan,LlpNONE$71,215not reported in the loaded dataset2023
The Bank Of New York MellonNONE$65,075$02023
Interactivation Health Networks,LLCNONE$55,872not reported in the loaded dataset2023
Ford Harrison LlpNONE$54,783not reported in the loaded dataset2023
Calibre Cpa Group, PllcNONE$54,731not reported in the loaded dataset2023
Spotlight Talent Sourcing LLCNONE$47,883not reported in the loaded dataset2023
ExperisNONE$43,683not reported in the loaded dataset2023
Legacy Professionals LlpNONE$40,575not reported in the loaded dataset2023
Livongo Health IncNONE$38,107not reported in the loaded dataset2023
Kelly PressNONE$31,080not reported in the loaded dataset2023
Stranch, Jennings & Garvey PllcNONE$19,636not reported in the loaded dataset2023
Iron Mountain Off-Site Data ProtectNONE$19,149not reported in the loaded dataset2023
Centers For Medicare & Medicaid SerNONE$16,451not reported in the loaded dataset2023
Withum, Smith & Brown, PcNONE$15,892not reported in the loaded dataset2023
Adp, IncNONE$14,069not reported in the loaded dataset2023
Baza Services LLCNONE$9,833not reported in the loaded dataset2023
Datawatch Systems Inc.NONE$7,930not reported in the loaded dataset2023
Capitol Office SolutionsNONE$7,176$02023
Elite BookkeepingNONE$5,355not reported in the loaded dataset2023
Richard J. Wolf And Co. IncNONE$5,313not reported in the loaded dataset2023

Related Form 5500 pages