Ibew Local No 640 & Az Chapter Neca H&W Trust Fund — Form 5500 plan (Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W)
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 H&W Trust Fund is a benefit plan reported by Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W under EIN 86-6052414 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,729 participants and $61,615,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W
- EIN
- 86-6052414
- Plan number
- 501
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,729
- End-of-year plan assets
- $61,615,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,729 | H, C | 20241002112228NAL0014226976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,615,899
- Total liabilities (EOY)
- $13,902,893
- Net assets (EOY)
- $47,713,006
- Net assets (BOY)
- $23,595,540
Income & contributions
- Employer contributions
- $48,053,876
- Participant contributions
- $731,810
- Total contributions
- $48,785,686
- Total income / additions
- $52,569,172
Expenses & distributions
- Benefits paid
- $25,525,666
- Administrative expenses
- $2,926,040
- Total expenses
- $28,451,706
- Net increase / (decrease)
- $24,117,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,622,100 | $92,415 | 2023 |
| Zenith American Solutions | NONE | $630,478 | not reported in the loaded dataset | 2023 |
| International Printing | NONE | $361,008 | not reported in the loaded dataset | 2023 |
| American Healht Law Assoc | NONE | $221,720 | not reported in the loaded dataset | 2023 |
| Varnum Llp | NONE | $221,720 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $110,264 | not reported in the loaded dataset | 2023 |
| Necastar | NONE | $75,366 | not reported in the loaded dataset | 2023 |
| Alan D Biller Associates | NONE | $50,226 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly Plc | NONE | $37,335 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE | $29,755 | not reported in the loaded dataset | 2023 |
| Stout Risius Ross LLC | NONE | $27,994 | not reported in the loaded dataset | 2023 |
| Kelly Law Group | NONE | $19,880 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $8,667 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Ibew Local No 640 & Arizona Chapter Neca H&W
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Blue Cross Blue Shield — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- International Printing — Schedule C compensation
- American Healht Law Assoc — Schedule C compensation
- Varnum Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Necastar — Schedule C compensation
- Alan D Biller Associates — Schedule C compensation
- Ryan Rapp Pacheco & Kelly Plc — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Stout Risius Ross LLC — Schedule C compensation
- Kelly Law Group — Schedule C compensation
- Segal Select Insurance — Schedule C compensation