2023 Form 5500 filing — Ibew Local 139 Welfare Plan
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 20250320160953NAL0003600147001) for Ibew Local 139 Welfare Plan, reported by Board Of Trustees Of Ibew Local 139 Welfare under EIN 16-0839767 and plan number 501. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250320160953NAL0003600147001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ibew Local 139 Welfare
- EIN
- 16-0839767
- Plan number
- 501
- Location
- Elmira, NY
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,828,211
- Total liabilities (EOY)
- $332,153
- Net assets (EOY)
- $26,496,058
- Employer contributions
- $4,128,542
- Participant contributions
- $12,860
- Total income / additions
- $5,573,021
- Benefits paid
- $4,740,425
- Administrative expenses
- $874,420
- Total expenses
- $5,614,845
- Net increase / (decrease)
- -$41,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Blue Cross Blue Shield | NONE | $138,913 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | NONE | $62,506 | $0 |
| Stephanie Young | EMPLOYEE | $35,866 | not reported in the loaded dataset |
| Kris Vanfleet | EMPLOYEE | $30,305 | not reported in the loaded dataset |
| Asb Capital Company | NONE | $29,414 | not reported in the loaded dataset |
| Mengel Metzger Barr & Co. Llp | ACCOUNTANT | $26,800 | not reported in the loaded dataset |
| Blitman & King | ATTORNEY | $18,610 | not reported in the loaded dataset |
| Aristotle Credit Partners | NONE | $17,293 | not reported in the loaded dataset |
| Ips | NONE | $14,250 | not reported in the loaded dataset |
| Joseph Mccarthy & Associates | NONE | $12,195 | not reported in the loaded dataset |
| Bank Of Labor | NONE | $10,064 | not reported in the loaded dataset |