Greater Texas Ibew Neca Annuity Plan — Form 5500 plan (Trustees Of Greater Texas Ibew Neca)
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, Greater Texas Ibew Neca Annuity Plan is a benefit plan reported by Trustees Of Greater Texas Ibew Neca under EIN 75-6229319 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,128 participants and $146,145,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Greater Texas Ibew Neca
- EIN
- 75-6229319
- Plan number
- 001
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 4,128
- End-of-year plan assets
- $146,145,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,128 | H, C | 20241009095840NAL0009088435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,145,221
- Total liabilities (EOY)
- $77,333
- Net assets (EOY)
- $146,067,888
- Net assets (BOY)
- $136,270,346
Income & contributions
- Employer contributions
- $8,725,230
- Participant contributions
- $217,957
- Total contributions
- $11,682,392
- Total income / additions
- $22,222,906
Expenses & distributions
- Benefits paid
- $12,113,952
- Administrative expenses
- $311,412
- Total expenses
- $12,425,364
- Net increase / (decrease)
- $9,797,542
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Resources, Inc. | ADMINISTRATOR | $107,897 | not reported in the loaded dataset | 2023 |
| Indure | INV MGMT | $76,229 | not reported in the loaded dataset | 2023 |
| Segal Marco | INV ADVISOR | $63,000 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $19,170 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Greater Texas Ibew Neca
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Benefit Resources, Inc. — Schedule C compensation
- Indure — Schedule C compensation
- Segal Marco — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation