Ibew Local 40 - Neca Health & Welfare Trust Fund — Form 5500 plan (Board Of Trustees, Ibew Local 40 - Neca Health &)
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 40 - Neca Health & Welfare Trust Fund is a benefit plan reported by Board Of Trustees, Ibew Local 40 - Neca Health & under EIN 95-4660513 and plan number 501. The latest loaded filing year is 2023. The filing reports 459 participants and $7,194,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 40 - Neca Health &
- EIN
- 95-4660513
- Plan number
- 501
- Plan type
- 1
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 459
- End-of-year plan assets
- $7,194,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 459 | H, C | 20250714182502NAL0000866787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,194,560
- Total liabilities (EOY)
- $1,505,001
- Net assets (EOY)
- $5,689,559
- Net assets (BOY)
- $4,898,334
Income & contributions
- Employer contributions
- $2,816,015
- Participant contributions
- $42,875
- Total contributions
- $3,543,959
- Total income / additions
- $3,942,735
Expenses & distributions
- Benefits paid
- $3,002,035
- Administrative expenses
- $149,475
- Total expenses
- $3,151,510
- Net increase / (decrease)
- $791,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coast Benefits | NONE | $81,519 | not reported in the loaded dataset | 2023 |
| Gerald Lutzker | NONE | $24,300 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $13,725 | not reported in the loaded dataset | 2023 |
| Focus Investment Group | NONE | $7,000 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $6,801 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 40 - Neca Health &
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Coast Benefits — Schedule C compensation
- Gerald Lutzker — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Focus Investment Group — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation