Trustees of Ibew-Neca Southwestern Health & Benefit Fund
Plan context: Ibew-Neca Southwestern Health and Benefit Fund
EIN 23-7259768 • Dallas, TX • 25 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
8,637
2023 Assets
$96,474,760
2023 Contributions
$97,646,481
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 8,637 | $96,474,760 | $97,646,481 | $11,306iApproximate average salary by contribution assumption: employee only about $282,640 at 4% or $188,427 at 6%; with 50% employer match about $188,427 at 4% or $125,618 at 6%; with 100% employer match about $141,320 at 4% or $94,213 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 8,637 | $96,474,760 | $97,646,481 | $11,306iApproximate average salary by contribution assumption: employee only about $282,640 at 4% or $188,427 at 6%; with 50% employer match about $188,427 at 4% or $125,618 at 6%; with 100% employer match about $141,320 at 4% or $94,213 at 6%. |
| 2022 | 1 | 7,816 | $84,636,967 | $90,140,767 | $11,533iApproximate average salary by contribution assumption: employee only about $288,321 at 4% or $192,214 at 6%; with 50% employer match about $192,214 at 4% or $128,143 at 6%; with 100% employer match about $144,161 at 4% or $96,107 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 7,816 | $84,636,967 | $90,140,767 | $11,533iApproximate average salary by contribution assumption: employee only about $288,321 at 4% or $192,214 at 6%; with 50% employer match about $192,214 at 4% or $128,143 at 6%; with 100% employer match about $144,161 at 4% or $96,107 at 6%. |
| 2021 | 1 | 7,605 | $77,654,881 | $87,934,771 | $11,563iApproximate average salary by contribution assumption: employee only about $289,069 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,475 at 6%; with 100% employer match about $144,534 at 4% or $96,356 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 7,605 | $77,654,881 | $87,934,771 | $11,563iApproximate average salary by contribution assumption: employee only about $289,069 at 4% or $192,713 at 6%; with 50% employer match about $192,713 at 4% or $128,475 at 6%; with 100% employer match about $144,534 at 4% or $96,356 at 6%. |
| 2020 | 1 | 6,963 | $75,158,723 | $74,913,909 | $10,759iApproximate average salary by contribution assumption: employee only about $268,971 at 4% or $179,314 at 6%; with 50% employer match about $179,314 at 4% or $119,543 at 6%; with 100% employer match about $134,486 at 4% or $89,657 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 6,963 | $75,158,723 | $74,913,909 | $10,759iApproximate average salary by contribution assumption: employee only about $268,971 at 4% or $179,314 at 6%; with 50% employer match about $179,314 at 4% or $119,543 at 6%; with 100% employer match about $134,486 at 4% or $89,657 at 6%. |
| 2019 | 1 | 6,489 | $66,290,325 | $71,475,236 | $11,015iApproximate average salary by contribution assumption: employee only about $275,371 at 4% or $183,581 at 6%; with 50% employer match about $183,581 at 4% or $122,387 at 6%; with 100% employer match about $137,685 at 4% or $91,790 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 6,489 | $66,290,325 | $71,475,236 | $11,015iApproximate average salary by contribution assumption: employee only about $275,371 at 4% or $183,581 at 6%; with 50% employer match about $183,581 at 4% or $122,387 at 6%; with 100% employer match about $137,685 at 4% or $91,790 at 6%. |
| 2018 | 1 | 6,733 | $70,046,167 | $71,721,317 | $10,652iApproximate average salary by contribution assumption: employee only about $266,305 at 4% or $177,537 at 6%; with 50% employer match about $177,537 at 4% or $118,358 at 6%; with 100% employer match about $133,153 at 4% or $88,768 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 6,733 | $70,046,167 | $71,721,317 | $10,652iApproximate average salary by contribution assumption: employee only about $266,305 at 4% or $177,537 at 6%; with 50% employer match about $177,537 at 4% or $118,358 at 6%; with 100% employer match about $133,153 at 4% or $88,768 at 6%. |
| 2017 | 1 | 6,800 | $69,671,232 | $65,227,956 | $9,592iApproximate average salary by contribution assumption: employee only about $239,809 at 4% or $159,872 at 6%; with 50% employer match about $159,872 at 4% or $106,582 at 6%; with 100% employer match about $119,904 at 4% or $79,936 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 6,800 | $69,671,232 | $65,227,956 | $9,592iApproximate average salary by contribution assumption: employee only about $239,809 at 4% or $159,872 at 6%; with 50% employer match about $159,872 at 4% or $106,582 at 6%; with 100% employer match about $119,904 at 4% or $79,936 at 6%. |
| 2016 | 1 | 6,070 | $66,693,476 | $56,189,749 | $9,257iApproximate average salary by contribution assumption: employee only about $231,424 at 4% or $154,283 at 6%; with 50% employer match about $154,283 at 4% or $102,855 at 6%; with 100% employer match about $115,712 at 4% or $77,141 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 6,070 | $66,693,476 | $56,189,749 | $9,257iApproximate average salary by contribution assumption: employee only about $231,424 at 4% or $154,283 at 6%; with 50% employer match about $154,283 at 4% or $102,855 at 6%; with 100% employer match about $115,712 at 4% or $77,141 at 6%. |
| 2015 | 1 | 0 | $66,468,732 | $54,958,207 | - |
| Ibew-Neca Southwestern Health and Benefit Fund | - | - | $66,468,732 | $54,958,207 | - |
| 2014 | 1 | 5,310 | $70,624,703 | $55,313,481 | $10,417iApproximate average salary by contribution assumption: employee only about $260,421 at 4% or $173,614 at 6%; with 50% employer match about $173,614 at 4% or $115,743 at 6%; with 100% employer match about $130,211 at 4% or $86,807 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,310 | $70,624,703 | $55,313,481 | $10,417iApproximate average salary by contribution assumption: employee only about $260,421 at 4% or $173,614 at 6%; with 50% employer match about $173,614 at 4% or $115,743 at 6%; with 100% employer match about $130,211 at 4% or $86,807 at 6%. |
| 2013 | 1 | 5,289 | $76,450,076 | $53,049,887 | $10,030iApproximate average salary by contribution assumption: employee only about $250,756 at 4% or $167,171 at 6%; with 50% employer match about $167,171 at 4% or $111,447 at 6%; with 100% employer match about $125,378 at 4% or $83,585 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,289 | $76,450,076 | $53,049,887 | $10,030iApproximate average salary by contribution assumption: employee only about $250,756 at 4% or $167,171 at 6%; with 50% employer match about $167,171 at 4% or $111,447 at 6%; with 100% employer match about $125,378 at 4% or $83,585 at 6%. |
| 2012 | 1 | 0 | $70,007,522 | $53,637,128 | - |
| Ibew-Neca Southwestern Health and Benefit Fund | - | - | $70,007,522 | $53,637,128 | - |
| 2011 | 1 | 5,094 | $70,999,738 | $50,704,256 | $9,954iApproximate average salary by contribution assumption: employee only about $248,843 at 4% or $165,895 at 6%; with 50% employer match about $165,895 at 4% or $110,597 at 6%; with 100% employer match about $124,422 at 4% or $82,948 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,094 | $70,999,738 | $50,704,256 | $9,954iApproximate average salary by contribution assumption: employee only about $248,843 at 4% or $165,895 at 6%; with 50% employer match about $165,895 at 4% or $110,597 at 6%; with 100% employer match about $124,422 at 4% or $82,948 at 6%. |
| 2010 | 1 | 5,154 | $73,130,664 | $49,587,964 | $9,621iApproximate average salary by contribution assumption: employee only about $240,531 at 4% or $160,354 at 6%; with 50% employer match about $160,354 at 4% or $106,903 at 6%; with 100% employer match about $120,266 at 4% or $80,177 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,154 | $73,130,664 | $49,587,964 | $9,621iApproximate average salary by contribution assumption: employee only about $240,531 at 4% or $160,354 at 6%; with 50% employer match about $160,354 at 4% or $106,903 at 6%; with 100% employer match about $120,266 at 4% or $80,177 at 6%. |
| 2009 | 1 | 5,081 | $68,793,580 | $49,410,714 | $9,725iApproximate average salary by contribution assumption: employee only about $243,115 at 4% or $162,077 at 6%; with 50% employer match about $162,077 at 4% or $108,051 at 6%; with 100% employer match about $121,558 at 4% or $81,038 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,081 | $68,793,580 | $49,410,714 | $9,725iApproximate average salary by contribution assumption: employee only about $243,115 at 4% or $162,077 at 6%; with 50% employer match about $162,077 at 4% or $108,051 at 6%; with 100% employer match about $121,558 at 4% or $81,038 at 6%. |
| 2008 | 1 | 5,644 | $68,983,236 | $55,752,035 | $9,878iApproximate average salary by contribution assumption: employee only about $246,953 at 4% or $164,635 at 6%; with 50% employer match about $164,635 at 4% or $109,757 at 6%; with 100% employer match about $123,476 at 4% or $82,318 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,644 | $68,983,236 | $55,752,035 | $9,878iApproximate average salary by contribution assumption: employee only about $246,953 at 4% or $164,635 at 6%; with 50% employer match about $164,635 at 4% or $109,757 at 6%; with 100% employer match about $123,476 at 4% or $82,318 at 6%. |
| 2007 | 1 | 5,925 | $71,518,725 | $54,851,861 | $9,258iApproximate average salary by contribution assumption: employee only about $231,442 at 4% or $154,295 at 6%; with 50% employer match about $154,295 at 4% or $102,863 at 6%; with 100% employer match about $115,721 at 4% or $77,147 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,925 | $71,518,725 | $54,851,861 | $9,258iApproximate average salary by contribution assumption: employee only about $231,442 at 4% or $154,295 at 6%; with 50% employer match about $154,295 at 4% or $102,863 at 6%; with 100% employer match about $115,721 at 4% or $77,147 at 6%. |
| 2006 | 1 | 5,306 | $68,783,306 | $50,606,288 | $9,538iApproximate average salary by contribution assumption: employee only about $238,439 at 4% or $158,959 at 6%; with 50% employer match about $158,959 at 4% or $105,973 at 6%; with 100% employer match about $119,219 at 4% or $79,480 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,306 | $68,783,306 | $50,606,288 | $9,538iApproximate average salary by contribution assumption: employee only about $238,439 at 4% or $158,959 at 6%; with 50% employer match about $158,959 at 4% or $105,973 at 6%; with 100% employer match about $119,219 at 4% or $79,480 at 6%. |
| 2005 | 1 | 5,420 | $61,430,482 | $52,006,787 | $9,595iApproximate average salary by contribution assumption: employee only about $239,884 at 4% or $159,922 at 6%; with 50% employer match about $159,922 at 4% or $106,615 at 6%; with 100% employer match about $119,942 at 4% or $79,961 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,420 | $61,430,482 | $52,006,787 | $9,595iApproximate average salary by contribution assumption: employee only about $239,884 at 4% or $159,922 at 6%; with 50% employer match about $159,922 at 4% or $106,615 at 6%; with 100% employer match about $119,942 at 4% or $79,961 at 6%. |
| 2004 | 1 | 5,467 | $46,755,442 | $55,029,378 | $10,066iApproximate average salary by contribution assumption: employee only about $251,643 at 4% or $167,762 at 6%; with 50% employer match about $167,762 at 4% or $111,842 at 6%; with 100% employer match about $125,822 at 4% or $83,881 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,467 | $46,755,442 | $55,029,378 | $10,066iApproximate average salary by contribution assumption: employee only about $251,643 at 4% or $167,762 at 6%; with 50% employer match about $167,762 at 4% or $111,842 at 6%; with 100% employer match about $125,822 at 4% or $83,881 at 6%. |
| 2003 | 1 | 5,958 | $29,736,076 | $57,081,427 | $9,581iApproximate average salary by contribution assumption: employee only about $239,516 at 4% or $159,677 at 6%; with 50% employer match about $159,677 at 4% or $106,452 at 6%; with 100% employer match about $119,758 at 4% or $79,839 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 5,958 | $29,736,076 | $57,081,427 | $9,581iApproximate average salary by contribution assumption: employee only about $239,516 at 4% or $159,677 at 6%; with 50% employer match about $159,677 at 4% or $106,452 at 6%; with 100% employer match about $119,758 at 4% or $79,839 at 6%. |
| 2002 | 1 | 8,205 | $0 | $0 | - |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 8,205 | - | - | - |
| 2001 | 1 | 11,564 | $26,948,211 | $70,525,935 | $6,099iApproximate average salary by contribution assumption: employee only about $152,469 at 4% or $101,646 at 6%; with 50% employer match about $101,646 at 4% or $67,764 at 6%; with 100% employer match about $76,234 at 4% or $50,823 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 11,564 | $26,948,211 | $70,525,935 | $6,099iApproximate average salary by contribution assumption: employee only about $152,469 at 4% or $101,646 at 6%; with 50% employer match about $101,646 at 4% or $67,764 at 6%; with 100% employer match about $76,234 at 4% or $50,823 at 6%. |
| 2000 | 1 | 14,409 | $0 | $0 | - |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 14,409 | - | - | - |
| 1999 | 1 | 11,474 | $55,771,348 | $54,560,619 | $4,755iApproximate average salary by contribution assumption: employee only about $118,879 at 4% or $79,253 at 6%; with 50% employer match about $79,253 at 4% or $52,835 at 6%; with 100% employer match about $59,439 at 4% or $39,626 at 6%. |
| Ibew-Neca Southwestern Health and Benefit Fund | - | 11,474 | $55,771,348 | $54,560,619 | $4,755iApproximate average salary by contribution assumption: employee only about $118,879 at 4% or $79,253 at 6%; with 50% employer match about $79,253 at 4% or $52,835 at 6%; with 100% employer match about $59,439 at 4% or $39,626 at 6%. |