2023 Form 5500 filing — Electrical Workers Local Union No. 86 Insurance 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 20250620084321NAL0003749841001) for Electrical Workers Local Union No. 86 Insurance Fund, reported by Electrical Workers Local Union No. 86 Board Of Trustees under EIN 16-0778220 and plan number 501. It reports 1,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250620084321NAL0003749841001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Electrical Workers Local Union No. 86 Board Of Trustees
- EIN
- 16-0778220
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 1,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,211,615
- Total liabilities (EOY)
- $1,375,668
- Net assets (EOY)
- $30,835,947
- Employer contributions
- $17,981,649
- Participant contributions
- $2,261,993
- Total income / additions
- $23,891,388
- Benefits paid
- $18,095,423
- Administrative expenses
- $1,498,250
- Total expenses
- $19,593,673
- Net increase / (decrease)
- $4,297,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $596,828 | not reported in the loaded dataset |
| Michael Cecere | EMPLOYEE | $73,502 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $70,087 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $57,238 | not reported in the loaded dataset |
| Diane Lally | EMPLOYEE | $51,170 | not reported in the loaded dataset |
| Julie White | EMPLOYEE | $48,635 | not reported in the loaded dataset |
| Manning & Napier Advisors, Inc. | NONE | $48,273 | not reported in the loaded dataset |
| Nancy Tran | EMPLOYEE | $43,140 | not reported in the loaded dataset |
| Bolton Partners Northeast, Inc. | NONE | $34,832 | not reported in the loaded dataset |
| Harter Secrest & Emery | NONE | $33,430 | not reported in the loaded dataset |
| Michelle Catalfamo | EMPLOYEE | $17,135 | not reported in the loaded dataset |
| Urmc Department Of Psychiatry | NONE | $16,660 | not reported in the loaded dataset |
| M&T Trust Company | NONE | $15,840 | not reported in the loaded dataset |
| Rochester Electrical Workers Bldg | AFFILIATED ENTITY | $13,188 | not reported in the loaded dataset |
| It Insights Of Rochester | NONE | $10,877 | not reported in the loaded dataset |
| Phoenix Graphics | NONE | $5,023 | not reported in the loaded dataset |