Orange County Ibew-Neca Electrical Workers Defined Contribution Pension Plan — Form 5500 plan (Board Of Trustees, Orange County Ibew-Neca Electrical)
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, Orange County Ibew-Neca Electrical Workers Defined Contribution Pension Plan is a benefit plan reported by Board Of Trustees, Orange County Ibew-Neca Electrical under EIN 76-0759816 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,919 participants and $301,307,243 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Orange County Ibew-Neca Electrical
- EIN
- 76-0759816
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 5,919
- End-of-year plan assets
- $301,307,243
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,919 | H, C | 20250313132503NAL0012751875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $301,307,243
- Total liabilities (EOY)
- $165,414
- Net assets (EOY)
- $301,141,829
- Net assets (BOY)
- $261,687,780
Income & contributions
- Employer contributions
- $13,603,495
- Total contributions
- $13,755,419
- Total income / additions
- $53,104,364
Expenses & distributions
- Benefits paid
- $10,830,496
- Administrative expenses
- $650,828
- Total expenses
- $13,650,315
- Net increase / (decrease)
- $39,454,049
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $236,622 | $0 | 2023 |
| United Administrative Services Inc | NONE | $53,597 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $48,000 | not reported in the loaded dataset | 2023 |
| Ineich & Company Llp | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flynn & Grosboll | NONE | $19,722 | not reported in the loaded dataset | 2023 |
| Smart Source Critical Communication | NONE | $6,704 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency | NONE | $0 | $6,122 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Orange County Ibew-Neca Electrical
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Empower Annuity Insurance Company — Schedule C compensation
- United Administrative Services Inc — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Ineich & Company Llp — Schedule C compensation
- Neyhart Anderson Flynn & Grosboll — Schedule C compensation
- Smart Source Critical Communication — Schedule C compensation
- Marsh & Mclennan Agency — Schedule C compensation