Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity — Form 5500 plan (B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity 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 Chap Neca Annuity is a benefit plan reported by B Of T Ibew Local Nos 570 & 518 And Southern Az Chap Neca Annuity Plan under EIN 86-6089862 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,484 participants and $38,400,558 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 Annuity Plan
- EIN
- 86-6089862
- Plan number
- 002
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 1,484
- End-of-year plan assets
- $38,400,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,484 | H, C | 20241002112204NAL0008711425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,400,558
- Total liabilities (EOY)
- $5,063
- Net assets (EOY)
- $38,395,495
- Net assets (BOY)
- $32,955,315
Income & contributions
- Employer contributions
- $2,675,464
- Total contributions
- $2,675,464
- Total income / additions
- $6,756,443
Expenses & distributions
- Benefits paid
- $1,062,819
- Administrative expenses
- $253,444
- Total expenses
- $1,316,263
- Net increase / (decrease)
- $5,440,180
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Service | NONE OTHER THAN CONTRACT | $106,883 | not reported in the loaded dataset | 2023 |
| Wellesley | NONE OTHER THAN CONTRACT | $39,750 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE OTHER THAN CONTRACT | $30,950 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $21,076 | not reported in the loaded dataset | 2023 |
| Wcm | NONE OTHER THAN CONTRACT | $19,456 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE OTHER THAN CONTRACT | $11,201 | not reported in the loaded dataset | 2023 |
| Ryan Rapp Underwood & Pacheco | NONE OTHER THAN CONTRACT | $7,770 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE OTHER THAN CONTRACT | $6,195 | 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 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Ubs Financial Service — Schedule C compensation
- Wellesley — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- Wcm — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Ryan Rapp Underwood & Pacheco — Schedule C compensation
- Segal Select Insurance — Schedule C compensation