2023 Form 5500 filing — I.B.E.W. Local No. 106 Pension 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 20250403135859NAL0010335329001) for I.B.E.W. Local No. 106 Pension Plan, reported by Local Union 106 Ibew under EIN 16-6126150 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403135859NAL0010335329001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local Union 106 Ibew
- EIN
- 16-6126150
- Plan number
- 001
- Location
- Jamestown, NY
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,704,445
- Total liabilities (EOY)
- $62,103
- Net assets (EOY)
- $40,642,342
- Employer contributions
- $2,437,522
- Total income / additions
- $6,851,582
- Benefits paid
- $2,840,202
- Administrative expenses
- $214,958
- Total expenses
- $3,055,160
- Net increase / (decrease)
- $3,796,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | NONE | $37,080 | $0 |
| M&T Investment Group | NONE | $22,473 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $20,310 | not reported in the loaded dataset |
| Nottingham Advisors | NONE | $14,828 | not reported in the loaded dataset |
| Buffamante, Whipple, Buttafaro Pc | NONE | $11,000 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $8,383 | not reported in the loaded dataset |