Ibew Local No. 236 Annuity Plan — Form 5500 plan (Ibew Local No. 236 Annuity 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, Ibew Local No. 236 Annuity Plan is a benefit plan reported by Ibew Local No. 236 Annuity Plan under EIN 51-8070174 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,065 participants and $115,584,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local No. 236 Annuity Plan
- EIN
- 51-8070174
- Plan number
- 001
- Plan type
- 1
- Location
- Schenectady, NY
- Latest filing year
- 2023
- Participants
- 2,065
- End-of-year plan assets
- $115,584,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,065 | H, C | 20250412124349NAL0015106579003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,584,029
- Total liabilities (EOY)
- $96,148
- Net assets (EOY)
- $115,487,881
- Net assets (BOY)
- $102,373,252
Income & contributions
- Employer contributions
- $11,839,780
- Total contributions
- $11,839,780
- Total income / additions
- $23,707,265
Expenses & distributions
- Benefits paid
- $9,912,781
- Administrative expenses
- $679,855
- Total expenses
- $10,592,636
- Net increase / (decrease)
- $13,114,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Corp. | NONE | $306,926 | $0 | 2023 |
| Zenith American Solutions | NONE | $172,649 | not reported in the loaded dataset | 2023 |
| Key Bank National Association | NONE | $52,695 | $7,388 | 2023 |
| Teal, Becker & Chiaramonte, Cpas P. | NONE | $34,000 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $28,127 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $8,062 | not reported in the loaded dataset | 2023 |
| Couch Dale Marshall P.C. | NONE | $7,974 | not reported in the loaded dataset | 2023 |
| Pozefsky, Bramley, & Murphy | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local No. 236 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Schenectady, NY
- Sei Investment Management Corp. — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Key Bank National Association — Schedule C compensation
- Teal, Becker & Chiaramonte, Cpas P. — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Couch Dale Marshall P.C. — Schedule C compensation
- Pozefsky, Bramley, & Murphy — Schedule C compensation