2023 Form 5500 filing — Ibew Local No. 236 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 20250412124349NAL0015106579003) for Ibew Local No. 236 Annuity Plan, reported by Ibew Local No. 236 Annuity Plan under EIN 51-8070174 and plan number 001. It reports 2,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412124349NAL0015106579003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local No. 236 Annuity Plan
- EIN
- 51-8070174
- Plan number
- 001
- Location
- Schenectady, NY
- Participants
- 2,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,584,029
- Total liabilities (EOY)
- $96,148
- Net assets (EOY)
- $115,487,881
- Employer contributions
- $11,839,780
- Total income / additions
- $23,707,265
- Benefits paid
- $9,912,781
- Administrative expenses
- $679,855
- Total expenses
- $10,592,636
- Net increase / (decrease)
- $13,114,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp. | NONE | $306,926 | $0 |
| Zenith American Solutions | NONE | $172,649 | not reported in the loaded dataset |
| Key Bank National Association | NONE | $52,695 | $7,388 |
| Teal, Becker & Chiaramonte, Cpas P. | NONE | $34,000 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $28,127 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $8,062 | not reported in the loaded dataset |
| Couch Dale Marshall P.C. | NONE | $7,974 | not reported in the loaded dataset |
| Pozefsky, Bramley, & Murphy | NONE | $7,500 | not reported in the loaded dataset |