2023 Form 5500 filing — Ibew Local No. 236 Health & Benefit 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 20250412124349NAL0015106579001) for Ibew Local No. 236 Health & Benefit Fund, reported by Ibew Local No. 236 Health And Benefit Fu under EIN 14-1442159 and plan number 501. It reports 1,810 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412124349NAL0015106579001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 236 Health And Benefit Fu
- EIN
- 14-1442159
- Plan number
- 501
- Location
- Schenectady, NY
- Participants
- 1,810
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,295,212
- Total liabilities (EOY)
- $3,497,198
- Net assets (EOY)
- $116,798,014
- Employer contributions
- $22,910,145
- Participant contributions
- $377,225
- Total income / additions
- $31,615,043
- Benefits paid
- $25,535,790
- Administrative expenses
- $1,355,061
- Total expenses
- $26,890,851
- Net increase / (decrease)
- $4,724,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $539,408 | not reported in the loaded dataset |
| Anthem Blue Cross And Blue Shield | not reported in the loaded dataset | $516,623 | not reported in the loaded dataset |
| Sei Investment Management Corp. | NONE | $347,266 | $0 |
| Marshall & Sterling Employee Benefi | not reported in the loaded dataset | $301,132 | not reported in the loaded dataset |
| Keybank National Association | NONE | $55,567 | $12,042 |
| Slevin & Hart, P.C. | NONE | $57,371 | not reported in the loaded dataset |
| Teal, Becker And Chiaramonte, Cpas | NONE | $46,500 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $42,400 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $30,000 | not reported in the loaded dataset |
| Pozefsky, Bramley, & Murphy | NONE | $18,848 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $8,062 | not reported in the loaded dataset |
| Couch Dale Marshall Pc | NONE | $7,974 | not reported in the loaded dataset |