Plan5500

2023 Form 5500 filing — Ibew Local Union No 237 Annuity Fund

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011141138NAL0012576787001) for Ibew Local Union No 237 Annuity Fund, reported by Ibew Local Union No 237 Annuity Fund under EIN 16-1378286 and plan number 002. It reports 334 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011141138NAL0012576787001
Filing year
2023
Form type
1
Plan sponsor
Ibew Local Union No 237 Annuity Fund
EIN
16-1378286
Plan number
002
Location
Niagara Falls, NY
Participants
334
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,970,076
Total liabilities (EOY)
$24,516
Net assets (EOY)
$19,945,560
Employer contributions
$822,093
Participant contributions
$617,319
Total income / additions
$3,202,011
Benefits paid
$687,594
Administrative expenses
$135,920
Total expenses
$823,514
Net increase / (decrease)
$2,378,497
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Segal Marco AdvisorsINVESTMENT ADVISOR$41,953not reported in the loaded dataset
Ibew Local 237 Health & Welfare FunRELATED PARTY$34,917not reported in the loaded dataset
Bonadio & Co., LlpACCOUNTANT$23,685not reported in the loaded dataset
Blitman & King, LlpATTORNEY$13,607not reported in the loaded dataset
National Real Estate Advisors, LLCINVESTMENT ADVISOR$9,288not reported in the loaded dataset
Wilmington TrustINVESTMENT MANAGEMENT$6,988not reported in the loaded dataset

Related Form 5500 pages