I.B.E.W. Local #910 Pension Fund — Form 5500 plan (Trustees Of The I.B.E.W. Local 910 Pension 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, I.B.E.W. Local #910 Pension Fund is a benefit plan reported by Trustees Of The I.B.E.W. Local 910 Pension Fund under EIN 16-6149240 and plan number 001. The latest loaded filing year is 2023. The filing reports 700 participants and $73,038,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The I.B.E.W. Local 910 Pension Fund
- EIN
- 16-6149240
- Plan number
- 001
- Plan type
- 1
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 700
- End-of-year plan assets
- $73,038,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 700 | H, C | 20250412144441NAL0013521267004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,038,164
- Total liabilities (EOY)
- $139,407
- Net assets (EOY)
- $72,898,757
- Net assets (BOY)
- $65,710,524
Income & contributions
- Employer contributions
- $4,440,772
- Total contributions
- $4,440,772
- Total income / additions
- $12,401,307
Expenses & distributions
- Benefits paid
- $4,370,464
- Administrative expenses
- $842,610
- Total expenses
- $5,213,074
- Net increase / (decrease)
- $7,188,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mark Capone | FUND MANAGER | $121,113 | not reported in the loaded dataset | 2023 |
| Manning & Napier | INVESTMENT MANAGER | $108,556 | not reported in the loaded dataset | 2023 |
| Melinda Clement | BENEFIT SPECIALIST | $82,305 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors LLC | INVESTMENT MANAGER | $65,975 | not reported in the loaded dataset | 2023 |
| Seizert Capital Partners LLC | INVESTMENT MANAGER | $61,167 | not reported in the loaded dataset | 2023 |
| Hightower Advisors Morgia Grp | INVESTMENT ADVISORS | $56,700 | not reported in the loaded dataset | 2023 |
| Wedgewood Partners Inc | INVESTMENT MANAGER | $54,752 | not reported in the loaded dataset | 2023 |
| Sheri Edmunds | ADMINISTRATIVE ASST | $39,533 | not reported in the loaded dataset | 2023 |
| C.S. Mckee Lp | INVESTMENT MANAGER | $36,368 | not reported in the loaded dataset | 2023 |
| Community Bank Na | CUSTODIAN | $30,894 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | AUDITOR | $28,000 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | ATTORNEY | $27,441 | not reported in the loaded dataset | 2023 |
| Integra Consulting | NONE | $22,038 | not reported in the loaded dataset | 2023 |
| Bolton Partners Northeast Inc | ACTUARY | $20,400 | not reported in the loaded dataset | 2023 |
| Stackel & Navarra Cpa Pc | ACCOUNTANT | $8,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The I.B.E.W. Local 910 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Watertown, NY
- Mark Capone — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Melinda Clement — Schedule C compensation
- National Real Estate Advisors LLC — Schedule C compensation
- Seizert Capital Partners LLC — Schedule C compensation
- Hightower Advisors Morgia Grp — Schedule C compensation
- Wedgewood Partners Inc — Schedule C compensation
- Sheri Edmunds — Schedule C compensation
- C.S. Mckee Lp — Schedule C compensation
- Community Bank Na — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Integra Consulting — Schedule C compensation
- Bolton Partners Northeast Inc — Schedule C compensation
- Stackel & Navarra Cpa Pc — Schedule C compensation