2023 Form 5500 filing — Local No. 41 Ibew 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 20241127143007NAL0002939043001) for Local No. 41 Ibew Pension Plan, reported by Trustees Of Local No. 41 Pension Plan under EIN 16-0851799 and plan number 001. It reports 1,340 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241127143007NAL0002939043001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local No. 41 Pension Plan
- EIN
- 16-0851799
- Plan number
- 001
- Location
- Orchard Park, NY
- Participants
- 1,340
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $262,525,170
- Total liabilities (EOY)
- $814,259
- Net assets (EOY)
- $261,710,911
- Employer contributions
- $11,084,925
- Total income / additions
- $28,308,232
- Benefits paid
- $13,694,361
- Administrative expenses
- $1,441,147
- Total expenses
- $15,135,508
- Net increase / (decrease)
- $13,172,724
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | NONE | $848,386 | $0 |
| Local No. 41 Ibew Health Fund | AFFILIATED BENEFIT FUND | $114,000 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $108,181 | not reported in the loaded dataset |
| National Real Estate Advisors, LLC | NONE | $78,765 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $70,750 | not reported in the loaded dataset |
| Wilmington Trust, Na | NONE | $62,599 | $0 |
| O'Sullivan & Associates | NONE | $54,188 | not reported in the loaded dataset |
| Asb Allegiance Real Estate Fund | NONE | $38,507 | not reported in the loaded dataset |
| Bonadio & Co. LLC | NONE | $36,082 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $26,738 | not reported in the loaded dataset |
| Jbm Computer Consultants | NONE | $12,661 | not reported in the loaded dataset |
| Pca Technology Group, Inc. | NONE | $6,483 | not reported in the loaded dataset |