Electrical Workers Local Union No. 86 Insurance Fund — Form 5500 plan (Electrical Workers Local Union No. 86 Board Of Trustees)
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, Electrical Workers Local Union No. 86 Insurance Fund is a benefit plan reported by Electrical Workers Local Union No. 86 Board Of Trustees under EIN 16-0778220 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,176 participants and $32,211,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrical Workers Local Union No. 86 Board Of Trustees
- EIN
- 16-0778220
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 1,176
- End-of-year plan assets
- $32,211,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,176 | H, C | 20250620084321NAL0003749841001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,211,615
- Total liabilities (EOY)
- $1,375,668
- Net assets (EOY)
- $30,835,947
- Net assets (BOY)
- $26,538,232
Income & contributions
- Employer contributions
- $17,981,649
- Participant contributions
- $2,261,993
- Total contributions
- $20,243,642
- Total income / additions
- $23,891,388
Expenses & distributions
- Benefits paid
- $18,095,423
- Administrative expenses
- $1,498,250
- Total expenses
- $19,593,673
- Net increase / (decrease)
- $4,297,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Bluecross Blueshield | NONE | $596,828 | not reported in the loaded dataset | 2023 |
| Michael Cecere | EMPLOYEE | $73,502 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $70,087 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $57,238 | not reported in the loaded dataset | 2023 |
| Diane Lally | EMPLOYEE | $51,170 | not reported in the loaded dataset | 2023 |
| Julie White | EMPLOYEE | $48,635 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | NONE | $48,273 | not reported in the loaded dataset | 2023 |
| Nancy Tran | EMPLOYEE | $43,140 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $34,832 | not reported in the loaded dataset | 2023 |
| Harter Secrest & Emery | NONE | $33,430 | not reported in the loaded dataset | 2023 |
| Michelle Catalfamo | EMPLOYEE | $17,135 | not reported in the loaded dataset | 2023 |
| Urmc Department Of Psychiatry | NONE | $16,660 | not reported in the loaded dataset | 2023 |
| M&T Trust Company | NONE | $15,840 | not reported in the loaded dataset | 2023 |
| Rochester Electrical Workers Bldg | AFFILIATED ENTITY | $13,188 | not reported in the loaded dataset | 2023 |
| It Insights Of Rochester | NONE | $10,877 | not reported in the loaded dataset | 2023 |
| Phoenix Graphics | NONE | $5,023 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrical Workers Local Union No. 86 Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Excellus Bluecross Blueshield — Schedule C compensation
- Michael Cecere — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Diane Lally — Schedule C compensation
- Julie White — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Nancy Tran — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Harter Secrest & Emery — Schedule C compensation
- Michelle Catalfamo — Schedule C compensation
- Urmc Department Of Psychiatry — Schedule C compensation
- M&T Trust Company — Schedule C compensation
- Rochester Electrical Workers Bldg — Schedule C compensation
- It Insights Of Rochester — Schedule C compensation
- Phoenix Graphics — Schedule C compensation