Local No. 41 Ibew Pension Plan — Form 5500 plan (Trustees Of Local No. 41 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, Local No. 41 Ibew Pension Plan is a benefit plan reported by Trustees Of Local No. 41 Pension Plan under EIN 16-0851799 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,340 participants and $262,525,170 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local No. 41 Pension Plan
- EIN
- 16-0851799
- Plan number
- 001
- Plan type
- 1
- Location
- Orchard Park, NY
- Latest filing year
- 2023
- Participants
- 1,340
- End-of-year plan assets
- $262,525,170
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,340 | H, C | 20241127143007NAL0002939043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $262,525,170
- Total liabilities (EOY)
- $814,259
- Net assets (EOY)
- $261,710,911
- Net assets (BOY)
- $248,538,187
Income & contributions
- Employer contributions
- $11,084,925
- Total contributions
- $11,084,925
- Total income / additions
- $28,308,232
Expenses & distributions
- Benefits paid
- $13,694,361
- Administrative expenses
- $1,441,147
- Total expenses
- $15,135,508
- Net increase / (decrease)
- $13,172,724
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | NONE | $848,386 | $0 | 2023 |
| Local No. 41 Ibew Health Fund | AFFILIATED BENEFIT FUND | $114,000 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | NONE | $108,181 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | NONE | $78,765 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $70,750 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, Na | NONE | $62,599 | $0 | 2023 |
| O'Sullivan & Associates | NONE | $54,188 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $38,507 | not reported in the loaded dataset | 2023 |
| Bonadio & Co. LLC | NONE | $36,082 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $26,738 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $12,661 | not reported in the loaded dataset | 2023 |
| Pca Technology Group, Inc. | NONE | $6,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local No. 41 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Orchard Park, NY
- Manning & Napier — Schedule C compensation
- Local No. 41 Ibew Health Fund — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Wilmington Trust, Na — Schedule C compensation
- O'Sullivan & Associates — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Bonadio & Co. LLC — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Pca Technology Group, Inc. — Schedule C compensation