Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan — Form 5500 plan (B Of T Ibew Local 640 Chapter Neca Db Pension 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, Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan is a benefit plan reported by B Of T Ibew Local 640 Chapter Neca Db Pension Plan under EIN 86-0323980 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,504 participants and $200,437,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Of T Ibew Local 640 Chapter Neca Db Pension Plan
- EIN
- 86-0323980
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 3,504
- End-of-year plan assets
- $200,437,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,504 | H, C | 20241002112253NAL0014862432001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $200,437,904
- Total liabilities (EOY)
- $860,009
- Net assets (EOY)
- $199,577,895
- Net assets (BOY)
- $173,454,082
Income & contributions
- Employer contributions
- $19,232,446
- Total contributions
- $19,232,446
- Total income / additions
- $38,162,758
Expenses & distributions
- Benefits paid
- $10,535,040
- Administrative expenses
- $1,503,905
- Total expenses
- $12,038,945
- Net increase / (decrease)
- $26,123,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arrowstreet Capital | NONE | $600,548 | not reported in the loaded dataset | 2023 |
| Zenith Administrative Services | NONE | $172,319 | not reported in the loaded dataset | 2023 |
| Allan Biller | NONE | $163,163 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | NONE | $156,605 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $115,826 | not reported in the loaded dataset | 2023 |
| Ullico | NONE | $102,824 | not reported in the loaded dataset | 2023 |
| The Segal Co | NONE | $88,850 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE | $69,616 | not reported in the loaded dataset | 2023 |
| Necastar | NONE | $65,301 | not reported in the loaded dataset | 2023 |
| Audaz | NONE | $55,328 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $37,387 | not reported in the loaded dataset | 2023 |
| William Blair | NONE | $34,658 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $34,344 | $0 | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $32,919 | not reported in the loaded dataset | 2023 |
| International Printing | NONE | $15,760 | not reported in the loaded dataset | 2023 |
| Loomis | NONE | $14,775 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $11,455 | not reported in the loaded dataset | 2023 |
| Kelly Law Group | NONE | $10,870 | not reported in the loaded dataset | 2023 |
| Panagora | NONE | $10,761 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B Of T Ibew Local 640 Chapter Neca Db Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Arrowstreet Capital — Schedule C compensation
- Zenith Administrative Services — Schedule C compensation
- Allan Biller — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Ullico — Schedule C compensation
- The Segal Co — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Necastar — Schedule C compensation
- Audaz — Schedule C compensation
- Bmo Harris — Schedule C compensation
- William Blair — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- International Printing — Schedule C compensation
- Loomis — Schedule C compensation
- Ryan Rapp Pacheco & Kelly Plc — Schedule C compensation
- Kelly Law Group — Schedule C compensation
- Panagora — Schedule C compensation