Ibew Local Nos 570 & 518 And Southern Az Chapt Neca Pension Plan — Form 5500 plan (B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca 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 Nos 570 & 518 And Southern Az Chapt Neca Pension Plan is a benefit plan reported by B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan under EIN 86-6089862 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,483 participants and $110,474,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan
- EIN
- 86-6089862
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,483
- End-of-year plan assets
- $110,474,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,483 | H, C | 20241002112146NAL0014859632001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,474,890
- Total liabilities (EOY)
- $6,609
- Net assets (EOY)
- $110,468,281
- Net assets (BOY)
- $98,706,327
Income & contributions
- Employer contributions
- $3,741,691
- Total contributions
- $3,741,691
- Total income / additions
- $18,562,446
Expenses & distributions
- Benefits paid
- $5,901,139
- Administrative expenses
- $899,353
- Total expenses
- $6,800,492
- Net increase / (decrease)
- $11,761,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | NONE OTHER THAN CONTRACT | $279,896 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE OTHER THAN CONTRACT | $133,182 | not reported in the loaded dataset | 2023 |
| Wellesley Asset Management | NONE OTHER THAN CONTRACT | $95,253 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $79,985 | not reported in the loaded dataset | 2023 |
| Balyasny Asset Management L.P. | NONE OTHER THAN CONTRACT | $70,235 | not reported in the loaded dataset | 2023 |
| Wcm Investment Management | NONE OTHER THAN CONTRACT | $62,069 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $30,576 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $28,440 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Pacheco & Kelly Plc | NONE OTHER THAN CONTRACT | $24,185 | not reported in the loaded dataset | 2023 |
| Letterstream | NONE | $9,456 | not reported in the loaded dataset | 2023 |
| Segal Marco Consulting | NONE OTHER THAN CONTRACT | $6,975 | not reported in the loaded dataset | 2023 |
| Kelly Law Group | NONE | $5,725 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Ubs Financial Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Wellesley Asset Management — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Balyasny Asset Management L.P. — Schedule C compensation
- Wcm Investment Management — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Ryan Rapp Pacheco & Kelly Plc — Schedule C compensation
- Letterstream — Schedule C compensation
- Segal Marco Consulting — Schedule C compensation
- Kelly Law Group — Schedule C compensation