Central California Ibew-Neca Pension Trust Fund — Form 5500 plan (Board Of Trustees, Central California Ibew-Neca)
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, Central California Ibew-Neca Pension Trust Fund is a benefit plan reported by Board Of Trustees, Central California Ibew-Neca under EIN 95-6209008 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,093 participants and $126,238,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Central California Ibew-Neca
- EIN
- 95-6209008
- Plan number
- 001
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,093
- End-of-year plan assets
- $126,238,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,093 | H, C | 20250411152505NAL0023429041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,238,331
- Total liabilities (EOY)
- $193,016
- Net assets (EOY)
- $126,045,315
- Net assets (BOY)
- $123,094,786
Income & contributions
- Employer contributions
- $4,201,332
- Total contributions
- $4,201,332
- Total income / additions
- $14,098,375
Expenses & distributions
- Benefits paid
- $10,610,163
- Administrative expenses
- $537,683
- Total expenses
- $11,147,846
- Net increase / (decrease)
- $2,950,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services, Inc | NONE | $94,848 | not reported in the loaded dataset | 2023 |
| Dodge And Cox | NONE | $57,942 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $57,562 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $53,123 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $47,200 | not reported in the loaded dataset | 2023 |
| George Berla Consulting | NONE | $43,680 | not reported in the loaded dataset | 2023 |
| U.S. Bank N.A. | NONE | $27,893 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $22,462 | not reported in the loaded dataset | 2023 |
| Local 413 | PARTY-IN-INTEREST | $16,863 | not reported in the loaded dataset | 2023 |
| Local 639 | PARTY-IN-INTEREST | $9,443 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Central California Ibew-Neca
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services, Inc — Schedule C compensation
- Dodge And Cox — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Nwps — Schedule C compensation
- George Berla Consulting — Schedule C compensation
- U.S. Bank N.A. — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Local 413 — Schedule C compensation
- Local 639 — Schedule C compensation