Ibew Local Union 354 Intermountain Chapter Neca Retirement Benefit Fund — Form 5500 plan (Ibew Local Union 354 And Intermoun Neca Retirement Benefit Fund)

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 Union 354 Intermountain Chapter Neca Retirement Benefit Fund is a benefit plan reported by Ibew Local Union 354 And Intermoun Neca Retirement Benefit Fund under EIN 87-0633646 and plan number 501. The latest loaded filing year is 2023. The filing reports 226 participants and $22,598,482 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ibew Local Union 354 And Intermoun Neca Retirement Benefit Fund
EIN
87-0633646
Plan number
501
Plan type
1
Location
Las Vegas, NV
Latest filing year
2023
Participants
226
End-of-year plan assets
$22,598,482

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20241216160201NAL0000902531003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,598,482
Total liabilities (EOY)
$45,336
Net assets (EOY)
$22,553,146
Net assets (BOY)
$18,152,446

Income & contributions

Employer contributions
$815,267
Total contributions
$815,267
Total income / additions
$4,791,223

Expenses & distributions

Benefits paid
$151,340
Administrative expenses
$239,183
Total expenses
$390,523
Net increase / (decrease)
$4,400,700

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alta Capital Managementnot reported in the loaded dataset$99,630not reported in the loaded dataset2023
Us Banknot reported in the loaded dataset$63,361not reported in the loaded dataset2023
Haynie & Co.not reported in the loaded dataset$25,850not reported in the loaded dataset2023
Roy & Associatesnot reported in the loaded dataset$14,750not reported in the loaded dataset2023
Compusys Of Utahnot reported in the loaded dataset$13,960not reported in the loaded dataset2023
Blake & Uhlig, P.A.not reported in the loaded dataset$8,772not reported in the loaded dataset2023

Related Form 5500 pages