I.B.E.W. Local #910 Annuity Fund — Form 5500 plan (Trustees Of The I.B.E.W. Local 910 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, I.B.E.W. Local #910 Annuity Fund is a benefit plan reported by Trustees Of The I.B.E.W. Local 910 Annuity Fund under EIN 22-6447520 and plan number 002. The latest loaded filing year is 2023. The filing reports 738 participants and $72,246,089 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 Annuity Fund
- EIN
- 22-6447520
- Plan number
- 002
- Plan type
- 1
- Location
- Watertown, NY
- Latest filing year
- 2023
- Participants
- 738
- End-of-year plan assets
- $72,246,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 738 | H, C | 20250412145948NAL0047558546001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,246,089
- Total liabilities (EOY)
- $31,529
- Net assets (EOY)
- $72,214,560
- Net assets (BOY)
- $64,341,359
Income & contributions
- Employer contributions
- $3,207,491
- Total contributions
- $3,207,491
- Total income / additions
- $11,295,561
Expenses & distributions
- Benefits paid
- $2,947,446
- Administrative expenses
- $474,914
- Total expenses
- $3,422,360
- Net increase / (decrease)
- $7,873,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Real Estate Advisors LLC | INVESTMENT MANAGER | $67,626 | not reported in the loaded dataset | 2023 |
| Manning & Napier | INVESTMENT MANAGER | $66,009 | not reported in the loaded dataset | 2023 |
| C.S. Mckee Lp | INVESTMENT MANAGER | $61,753 | not reported in the loaded dataset | 2023 |
| Seizert Capital Llp | INVESTMENT MANAGER | $54,289 | not reported in the loaded dataset | 2023 |
| Hightower Advisors Morgia Group | INVESTMENT ADVISORS | $50,400 | not reported in the loaded dataset | 2023 |
| Wedgewood Partners Inc | INVESTMENT MANAGER | $47,983 | not reported in the loaded dataset | 2023 |
| Community Bank Na | CUSTODIAN | $29,977 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | ATTORNEY | $20,364 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Stackel & Navarra Cpa Pc | ACCOUNTANT | $9,700 | 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 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Watertown, NY
- National Real Estate Advisors LLC — Schedule C compensation
- Manning & Napier — Schedule C compensation
- C.S. Mckee Lp — Schedule C compensation
- Seizert Capital Llp — Schedule C compensation
- Hightower Advisors Morgia Group — Schedule C compensation
- Wedgewood Partners Inc — Schedule C compensation
- Community Bank Na — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Stackel & Navarra Cpa Pc — Schedule C compensation