Ibew Local 139 Welfare Plan — Form 5500 plan (Board Of Trustees Of Ibew Local 139 Welfare)
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 139 Welfare Plan is a benefit plan reported by Board Of Trustees Of Ibew Local 139 Welfare under EIN 16-0839767 and plan number 501. The latest loaded filing year is 2023. The filing reports 300 participants and $26,828,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ibew Local 139 Welfare
- EIN
- 16-0839767
- Plan number
- 501
- Plan type
- 1
- Location
- Elmira, NY
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $26,828,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20250320160953NAL0003600147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,828,211
- Total liabilities (EOY)
- $332,153
- Net assets (EOY)
- $26,496,058
- Net assets (BOY)
- $26,537,882
Income & contributions
- Employer contributions
- $4,128,542
- Participant contributions
- $12,860
- Total contributions
- $4,265,703
- Total income / additions
- $5,573,021
Expenses & distributions
- Benefits paid
- $4,740,425
- Administrative expenses
- $874,420
- Total expenses
- $5,614,845
- Net increase / (decrease)
- -$41,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excellus Blue Cross Blue Shield | NONE | $138,913 | not reported in the loaded dataset | 2023 |
| Manning & Napier Advisors, Inc. | NONE | $62,506 | $0 | 2023 |
| Stephanie Young | EMPLOYEE | $35,866 | not reported in the loaded dataset | 2023 |
| Kris Vanfleet | EMPLOYEE | $30,305 | not reported in the loaded dataset | 2023 |
| Asb Capital Company | NONE | $29,414 | not reported in the loaded dataset | 2023 |
| Mengel Metzger Barr & Co. Llp | ACCOUNTANT | $26,800 | not reported in the loaded dataset | 2023 |
| Blitman & King | ATTORNEY | $18,610 | not reported in the loaded dataset | 2023 |
| Aristotle Credit Partners | NONE | $17,293 | not reported in the loaded dataset | 2023 |
| Ips | NONE | $14,250 | not reported in the loaded dataset | 2023 |
| Joseph Mccarthy & Associates | NONE | $12,195 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | NONE | $10,064 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ibew Local 139 Welfare
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Elmira, NY
- Excellus Blue Cross Blue Shield — Schedule C compensation
- Manning & Napier Advisors, Inc. — Schedule C compensation
- Stephanie Young — Schedule C compensation
- Kris Vanfleet — Schedule C compensation
- Asb Capital Company — Schedule C compensation
- Mengel Metzger Barr & Co. Llp — Schedule C compensation
- Blitman & King — Schedule C compensation
- Aristotle Credit Partners — Schedule C compensation
- Ips — Schedule C compensation
- Joseph Mccarthy & Associates — Schedule C compensation
- Bank Of Labor — Schedule C compensation