2023 Form 5500 filing — Ibew Local Union No. 237 Health And Welfare 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 20241011141141NAL0011003907002) for Ibew Local Union No. 237 Health And Welfare Fund, reported by I.B.E.W. Local Union No. 237 Health And Welfare Fund under EIN 16-0834222 and plan number 501. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141141NAL0011003907002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- I.B.E.W. Local Union No. 237 Health And Welfare Fund
- EIN
- 16-0834222
- Plan number
- 501
- Location
- Niagara Falls, NY
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,139,178
- Total liabilities (EOY)
- $217,268
- Net assets (EOY)
- $11,921,910
- Employer contributions
- $6,044,486
- Participant contributions
- $154,228
- Total income / additions
- $7,447,754
- Benefits paid
- $4,662,011
- Administrative expenses
- $588,590
- Total expenses
- $5,250,601
- Net increase / (decrease)
- $2,197,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ashely Stogner | FUND ADMINISTRATOR | $48,768 | not reported in the loaded dataset |
| Bonadio & Co., Llp | ACCOUNTANT | $47,185 | not reported in the loaded dataset |
| Angela Stanisz | FUND ADMINISTRATOR | $33,175 | not reported in the loaded dataset |
| Blitman & King, Llp | ATTORNEY | $22,018 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTEMENT ADVISOR | $19,846 | not reported in the loaded dataset |
| Pca Technology Group, Inc. | TECHNOLOGY PROVIDER | $18,393 | not reported in the loaded dataset |
| Lum, Velasco & Associates, Llp | ACCOUNTANT | $7,050 | not reported in the loaded dataset |