Local Union No. 41 Ibew Annuity Fund — Form 5500 plan (Trustees Of Local No. 41 Ibew Annuity)
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 Union No. 41 Ibew Annuity Fund is a benefit plan reported by Trustees Of Local No. 41 Ibew Annuity under EIN 16-6069938 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,529 participants and $120,604,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local No. 41 Ibew Annuity
- EIN
- 16-6069938
- Plan number
- 001
- Plan type
- 1
- Location
- Orchard Park, NY
- Latest filing year
- 2023
- Participants
- 1,529
- End-of-year plan assets
- $120,604,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,529 | H, C | 20250507135504NAL0024109746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,604,628
- Total liabilities (EOY)
- $157,411
- Net assets (EOY)
- $120,447,217
- Net assets (BOY)
- $97,387,251
Income & contributions
- Employer contributions
- $6,791,197
- Total contributions
- $6,791,197
- Total income / additions
- $29,862,113
Expenses & distributions
- Benefits paid
- $6,491,570
- Administrative expenses
- $310,577
- Total expenses
- $6,802,147
- Net increase / (decrease)
- $23,059,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local No. 41 Ibew Health Fund | AFFILIATED BENEFIT FUND | $84,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $81,190 | $0 | 2023 |
| Bonadio & Co. Llp | NONE | $33,541 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $17,208 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $12,057 | not reported in the loaded dataset | 2023 |
| Pca Technology Group, Inc. | NONE | $6,417 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local No. 41 Ibew Annuity
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Orchard Park, NY
- Local No. 41 Ibew Health Fund — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Bonadio & Co. Llp — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Pca Technology Group, Inc. — Schedule C compensation