2023 Form 5500 filing — Ibew Local Union No. 237 Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011141141NAL0011003907003) for Ibew Local Union No. 237 Pension Plan, reported by Ibew Local Union No. 237 Pension Plan under EIN 16-6094914 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141141NAL0011003907003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local Union No. 237 Pension Plan
- EIN
- 16-6094914
- Plan number
- 001
- Location
- Niagara Falls, NY
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,607,381
- Total liabilities (EOY)
- $135,957
- Net assets (EOY)
- $50,471,424
- Employer contributions
- $4,734,628
- Total income / additions
- $39,486,087
- Benefits paid
- $4,737,939
- Administrative expenses
- $265,998
- Total expenses
- $5,003,937
- Net increase / (decrease)
- $34,482,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cowden Associates | ACTUARY | $57,089 | not reported in the loaded dataset |
| Blitman & King Llp | ATTORNEY | $46,730 | not reported in the loaded dataset |
| Ibew Local 237 Health & Welfare Fun | RELATED PARTY | $46,556 | not reported in the loaded dataset |
| Segal Marco Advisors | INVESTMENT ADVISOR | $45,227 | not reported in the loaded dataset |
| Bonadio & Co., Llp | ACCOUNTANT | $22,285 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | INVESTMENT ADVISOR | $11,983 | not reported in the loaded dataset |
| Wilmington Trust | INVESTMENT MANAGEMENT | $9,564 | not reported in the loaded dataset |