Civic Intelligence

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

4101 Mcewen, Suite 600Dallas, TX 75244
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

$96,474,760$48,237,380$0199920122023YearValue
$96,474,760Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

14,4097,2050199920102023YearValue
8,637Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202318,637$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%.
202217,816$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%.
202117,605$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%.
202016,963$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%.
201916,489$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%.
201816,733$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%.
201716,800$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%.
201616,070$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%.
201510$66,468,732$54,958,207-
Ibew-Neca Southwestern Health and Benefit Fund--$66,468,732$54,958,207-
201415,310$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%.
201315,289$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%.
201210$70,007,522$53,637,128-
Ibew-Neca Southwestern Health and Benefit Fund--$70,007,522$53,637,128-
201115,094$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%.
201015,154$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%.
200915,081$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%.
200815,644$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%.
200715,925$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%.
200615,306$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%.
200515,420$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%.
200415,467$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%.
200315,958$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%.
200218,205$0$0-
Ibew-Neca Southwestern Health and Benefit Fund-8,205---
2001111,564$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%.
2000114,409$0$0-
Ibew-Neca Southwestern Health and Benefit Fund-14,409---
1999111,474$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%.