Ibew Local No. 236 Pension Plan — Form 5500 plan (Ibew Local No. 236 Pension Plan)
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 Pension Plan is a benefit plan reported by Ibew Local No. 236 Pension Plan under EIN 14-1490934 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,183 participants and $387,153,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 236 Pension Plan
- EIN
- 14-1490934
- Plan number
- 001
- Plan type
- 1
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 2,183
- End-of-year plan assets
- $387,153,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,183 | H, C | 20250412124349NAL0015106579002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $387,153,477
- Total liabilities (EOY)
- $328,691
- Net assets (EOY)
- $386,824,786
- Net assets (BOY)
- $345,255,371
Income & contributions
- Employer contributions
- $20,487,425
- Total contributions
- $20,487,425
- Total income / additions
- $58,305,841
Expenses & distributions
- Benefits paid
- $14,962,836
- Administrative expenses
- $1,773,590
- Total expenses
- $16,736,426
- Net increase / (decrease)
- $41,569,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Corp. | NONE | $1,081,492 | $0 | 2023 |
| Key Bank National Association | NONE | $173,614 | $35,251 | 2023 |
| Zenith American Solutions | NONE | $203,706 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $47,203 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $42,655 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte, Cpas, P | NONE | $36,000 | not reported in the loaded dataset | 2023 |
| Pozefsky, Bramley & Murphy | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $8,062 | not reported in the loaded dataset | 2023 |
| Couch Dale Marshall P.C. | NONE | $7,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 236 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Sei Investment Management Corp. — Schedule C compensation
- Key Bank National Association — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Teal, Becker & Chiaramonte, Cpas, P — Schedule C compensation
- Pozefsky, Bramley & Murphy — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Couch Dale Marshall P.C. — Schedule C compensation