2023 Form 5500 filing — I.B.E.W. Local #910 Pension 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 20250412144441NAL0013521267004) for I.B.E.W. Local #910 Pension Fund, reported by Trustees Of The I.B.E.W. Local 910 Pension Fund under EIN 16-6149240 and plan number 001. It reports 700 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412144441NAL0013521267004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The I.B.E.W. Local 910 Pension Fund
- EIN
- 16-6149240
- Plan number
- 001
- Location
- Watertown, NY
- Participants
- 700
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,038,164
- Total liabilities (EOY)
- $139,407
- Net assets (EOY)
- $72,898,757
- Employer contributions
- $4,440,772
- Total income / additions
- $12,401,307
- Benefits paid
- $4,370,464
- Administrative expenses
- $842,610
- Total expenses
- $5,213,074
- Net increase / (decrease)
- $7,188,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mark Capone | FUND MANAGER | $121,113 | not reported in the loaded dataset |
| Manning & Napier | INVESTMENT MANAGER | $108,556 | not reported in the loaded dataset |
| Melinda Clement | BENEFIT SPECIALIST | $82,305 | not reported in the loaded dataset |
| National Real Estate Advisors LLC | INVESTMENT MANAGER | $65,975 | not reported in the loaded dataset |
| Seizert Capital Partners LLC | INVESTMENT MANAGER | $61,167 | not reported in the loaded dataset |
| Hightower Advisors Morgia Grp | INVESTMENT ADVISORS | $56,700 | not reported in the loaded dataset |
| Wedgewood Partners Inc | INVESTMENT MANAGER | $54,752 | not reported in the loaded dataset |
| Sheri Edmunds | ADMINISTRATIVE ASST | $39,533 | not reported in the loaded dataset |
| C.S. Mckee Lp | INVESTMENT MANAGER | $36,368 | not reported in the loaded dataset |
| Community Bank Na | CUSTODIAN | $30,894 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | AUDITOR | $28,000 | not reported in the loaded dataset |
| Blitman & King Llp | ATTORNEY | $27,441 | not reported in the loaded dataset |
| Integra Consulting | NONE | $22,038 | not reported in the loaded dataset |
| Bolton Partners Northeast Inc | ACTUARY | $20,400 | not reported in the loaded dataset |
| Stackel & Navarra Cpa Pc | ACCOUNTANT | $8,600 | not reported in the loaded dataset |