2023 Form 5500 filing — Local No. 41 Ibew Health 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 20241129071505NAL0005614163002) for Local No. 41 Ibew Health Fund, reported by Trustees Of Local No 41 Ibew Health Fund under EIN 16-0841426 and plan number 501. It reports 961 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241129071505NAL0005614163002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local No 41 Ibew Health Fund
- EIN
- 16-0841426
- Plan number
- 501
- Location
- Orchard Park, NY
- Participants
- 961
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,137,150
- Total liabilities (EOY)
- $395,318
- Net assets (EOY)
- $48,741,832
- Employer contributions
- $18,931,297
- Participant contributions
- $396,273
- Total income / additions
- $21,113,533
- Benefits paid
- $16,376,488
- Administrative expenses
- $1,578,768
- Total expenses
- $17,955,256
- Net increase / (decrease)
- $3,158,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | NONE | $203,012 | $0 |
| Leeann Murphy | EMPLOYEE | $141,784 | not reported in the loaded dataset |
| Deanna Wrazen | EMPLOYEE | $99,883 | not reported in the loaded dataset |
| Jodene Blake | EMPLOYEE | $97,632 | not reported in the loaded dataset |
| Morgan Siudzinski | EMPLOYEE | $85,173 | not reported in the loaded dataset |
| Bonadio & Co LLC | NONE | $37,282 | not reported in the loaded dataset |
| O'Sullivan & Associates | NONE | $23,740 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $20,038 | not reported in the loaded dataset |
| Wilmington Trust, Na | NONE | $14,356 | $0 |
| Jbm Computer Consultants | NONE | $13,256 | not reported in the loaded dataset |
| Segal Marco Consultants | NONE | $10,750 | not reported in the loaded dataset |
| Pca Technology Group | NONE | $6,483 | not reported in the loaded dataset |