2023 Form 5500 filing — I.B.E.W. Local No. 106 Annuity 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 20250326101131NAL0015775953001) for I.B.E.W. Local No. 106 Annuity Plan, reported by Trustees Of Local Union 106 Ibew Annuity Plan under EIN 16-6126150 and plan number 003. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326101131NAL0015775953001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local Union 106 Ibew Annuity Plan
- EIN
- 16-6126150
- Plan number
- 003
- Location
- Jamestown, NY
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,772,211
- Total liabilities (EOY)
- $53,256
- Net assets (EOY)
- $29,718,955
- Employer contributions
- $1,345,342
- Total income / additions
- $7,582,698
- Benefits paid
- $907,980
- Administrative expenses
- $147,682
- Total expenses
- $1,055,662
- Net increase / (decrease)
- $6,527,036
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $31,173 | $0 |
| Wellth Advisory Services, LLC | RETAINED BY EMPLOYER | $16,152 | not reported in the loaded dataset |
| Blitman & King Llp | RETAINED BY EMPLOYER | $13,779 | not reported in the loaded dataset |
| Buffamante Whipple Buttafaro, P.C. | RETAINED BY EMPLOYER | $11,118 | not reported in the loaded dataset |