Ibew Local Union No 237 Annuity Fund — Form 5500 plan (Ibew Local Union No 237 Annuity Fund)
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 Union No 237 Annuity Fund is a benefit plan reported by Ibew Local Union No 237 Annuity Fund under EIN 16-1378286 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $19,970,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No 237 Annuity Fund
- EIN
- 16-1378286
- Plan number
- 002
- Plan type
- 1
- Location
- Niagara Falls, NY
- Latest filing year
- 2023
- Participants
- 334
- End-of-year plan assets
- $19,970,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 334 | H, C | 20241011141138NAL0012576787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,970,076
- Total liabilities (EOY)
- $24,516
- Net assets (EOY)
- $19,945,560
- Net assets (BOY)
- $17,567,063
Income & contributions
- Employer contributions
- $822,093
- Participant contributions
- $617,319
- Total contributions
- $1,439,412
- Total income / additions
- $3,202,011
Expenses & distributions
- Benefits paid
- $687,594
- Administrative expenses
- $135,920
- Total expenses
- $823,514
- Net increase / (decrease)
- $2,378,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | INVESTMENT ADVISOR | $41,953 | not reported in the loaded dataset | 2023 |
| Ibew Local 237 Health & Welfare Fun | RELATED PARTY | $34,917 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | ACCOUNTANT | $23,685 | not reported in the loaded dataset | 2023 |
| Blitman & King, Llp | ATTORNEY | $13,607 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | INVESTMENT ADVISOR | $9,288 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | INVESTMENT MANAGEMENT | $6,988 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No 237 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Niagara Falls, NY
- Segal Marco Advisors — Schedule C compensation
- Ibew Local 237 Health & Welfare Fun — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Wilmington Trust — Schedule C compensation