Ibew Local No. 236 Health & Benefit Fund — Form 5500 plan (Ibew Local No. 236 Health And Benefit Fu)
Plain-English plan 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, Ibew Local No. 236 Health & Benefit Fund is a benefit plan reported by Ibew Local No. 236 Health And Benefit Fu under EIN 14-1442159 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,810 participants and $120,295,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 236 Health And Benefit Fu
- EIN
- 14-1442159
- Plan number
- 501
- Plan type
- 1
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 1,810
- End-of-year plan assets
- $120,295,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,810 | H, C | 20250412124349NAL0015106579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,295,212
- Total liabilities (EOY)
- $3,497,198
- Net assets (EOY)
- $116,798,014
- Net assets (BOY)
- $112,073,822
Income & contributions
- Employer contributions
- $22,910,145
- Participant contributions
- $377,225
- Total contributions
- $23,287,370
- Total income / additions
- $31,615,043
Expenses & distributions
- Benefits paid
- $25,535,790
- Administrative expenses
- $1,355,061
- Total expenses
- $26,890,851
- Net increase / (decrease)
- $4,724,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $539,408 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross And Blue Shield | not reported in the loaded dataset | $516,623 | not reported in the loaded dataset | 2023 |
| Sei Investment Management Corp. | NONE | $347,266 | $0 | 2023 |
| Marshall & Sterling Employee Benefi | not reported in the loaded dataset | $301,132 | not reported in the loaded dataset | 2023 |
| Keybank National Association | NONE | $55,567 | $12,042 | 2023 |
| Slevin & Hart, P.C. | NONE | $57,371 | not reported in the loaded dataset | 2023 |
| Teal, Becker And Chiaramonte, Cpas | NONE | $46,500 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $42,400 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Pozefsky, Bramley, & Murphy | NONE | $18,848 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $8,062 | not reported in the loaded dataset | 2023 |
| Couch Dale Marshall Pc | NONE | $7,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 236 Health And Benefit Fu
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Zenith American Solutions — Schedule C compensation
- Anthem Blue Cross And Blue Shield — Schedule C compensation
- Sei Investment Management Corp. — Schedule C compensation
- Marshall & Sterling Employee Benefi — Schedule C compensation
- Keybank National Association — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Teal, Becker And Chiaramonte, Cpas — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Pozefsky, Bramley, & Murphy — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Couch Dale Marshall Pc — Schedule C compensation