Ibew Local #952 Ventura Division Of La County Chapter Neca Pension Trust Fund — Form 5500 plan (Board Of Trustees, Ibew Local 952 Ventura Division)
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 #952 Ventura Division Of La County Chapter Neca Pension Trust Fund is a benefit plan reported by Board Of Trustees, Ibew Local 952 Ventura Division under EIN 95-6397996 and plan number 001. The latest loaded filing year is 2023. The filing reports 870 participants and $118,355,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ibew Local 952 Ventura Division
- EIN
- 95-6397996
- Plan number
- 001
- Plan type
- 1
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 870
- End-of-year plan assets
- $118,355,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 870 | H, C | 20250411152512NAL0044455394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,355,313
- Total liabilities (EOY)
- $241,274
- Net assets (EOY)
- $118,114,039
- Net assets (BOY)
- $110,406,144
Income & contributions
- Employer contributions
- $8,184,371
- Total contributions
- $8,184,371
- Total income / additions
- $19,966,947
Expenses & distributions
- Benefits paid
- $11,411,512
- Administrative expenses
- $847,540
- Total expenses
- $12,259,052
- Net increase / (decrease)
- $7,707,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $126,778 | not reported in the loaded dataset | 2023 |
| Benefit Administration Corporation | NONE | $105,151 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $85,327 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $80,624 | not reported in the loaded dataset | 2023 |
| Alan Biller And Associates | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $47,109 | not reported in the loaded dataset | 2023 |
| Arrowstreet Capital | NONE | $43,656 | $0 | 2023 |
| Jp Morgan Chase Bank N.A. | NONE | $41,987 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | NONE | $38,012 | $0 | 2023 |
| Washington Capital Management, Inc. | NONE | $37,493 | not reported in the loaded dataset | 2023 |
| Audax Management Company | NONE | $32,918 | not reported in the loaded dataset | 2023 |
| Neuberger Berman Trust Company | NONE | $29,365 | $0 | 2023 |
| Gilbert & Sackman | NONE | $25,946 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank, National Assn | NONE | $15,951 | not reported in the loaded dataset | 2023 |
| William Blair Collective Invest. Tr | NONE | $8,379 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ibew Local 952 Ventura Division
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Milliman — Schedule C compensation
- Benefit Administration Corporation — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Alan Biller And Associates — Schedule C compensation
- Us Bank — Schedule C compensation
- Arrowstreet Capital — Schedule C compensation
- Jp Morgan Chase Bank N.A. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Audax Management Company — Schedule C compensation
- Neuberger Berman Trust Company — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Jp Morgan Chase Bank, National Assn — Schedule C compensation
- William Blair Collective Invest. Tr — Schedule C compensation