 |
|
|
|
| Plan Name | IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | IBEW LOCAL 5 WESTERN PA CHAPTER, NECA SCHOLARSHIP TRUST FUND |
| Employer identification number (EIN): | 256086414 |
| NAIC Classification: | 525100 |
| NAIC Description: | Â Insurance and Employee Benefit Funds |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-07-01 | THOMAS MCINTYRE | 2024-04-02 | CHAD JONES | 2024-04-02 |
| Measure | Date | Value |
|---|---|---|
| 2022: IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-07-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 3,284 |
| Total of all active and inactive participants | 2022-07-01 | 3,284 |
| Measure | Date | Value |
|---|---|---|
| 2023 : IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND 2023 401k financial data | ||
| Transfers to/from the plan | 2023-06-30 | $2,681,457 |
| Total plan liabilities at end of year | 2023-06-30 | $351,000 |
| Total plan liabilities at beginning of year | 2023-06-30 | $0 |
| Total income from all sources | 2023-06-30 | $256,226 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $168,636 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $130,000 |
| Total plan assets at end of year | 2023-06-30 | $3,120,047 |
| Total plan assets at beginning of year | 2023-06-30 | $0 |
| Value of fidelity bond covering the plan | 2023-06-30 | $2,500,000 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $8,283 |
| Other income received | 2023-06-30 | $256,226 |
| Net income (gross income less expenses) | 2023-06-30 | $87,590 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $2,769,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $30,353 |
| 2022: IBEW LOCAL 5 W PA CHAPTER NECA SCHOLARSHIP TRUST FUND 2022 form 5500 responses | ||
|---|---|---|
| 2022-07-01 | Type of plan entity | Multi-employer plan |
| 2022-07-01 | First time form 5500 has been submitted | Yes |
| 2022-07-01 | Plan is a collectively bargained plan | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping | |
| | |
|