2023 Form 5500 filing — I.B.E.W. Local #910 Annuity Fund
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 20250412145948NAL0047558546001) for I.B.E.W. Local #910 Annuity Fund, reported by Trustees Of The I.B.E.W. Local 910 Annuity Fund under EIN 22-6447520 and plan number 002. It reports 738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412145948NAL0047558546001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The I.B.E.W. Local 910 Annuity Fund
- EIN
- 22-6447520
- Plan number
- 002
- Location
- Watertown, NY
- Participants
- 738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,246,089
- Total liabilities (EOY)
- $31,529
- Net assets (EOY)
- $72,214,560
- Employer contributions
- $3,207,491
- Total income / additions
- $11,295,561
- Benefits paid
- $2,947,446
- Administrative expenses
- $474,914
- Total expenses
- $3,422,360
- Net increase / (decrease)
- $7,873,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Real Estate Advisors LLC | INVESTMENT MANAGER | $67,626 | not reported in the loaded dataset |
| Manning & Napier | INVESTMENT MANAGER | $66,009 | not reported in the loaded dataset |
| C.S. Mckee Lp | INVESTMENT MANAGER | $61,753 | not reported in the loaded dataset |
| Seizert Capital Llp | INVESTMENT MANAGER | $54,289 | not reported in the loaded dataset |
| Hightower Advisors Morgia Group | INVESTMENT ADVISORS | $50,400 | not reported in the loaded dataset |
| Wedgewood Partners Inc | INVESTMENT MANAGER | $47,983 | not reported in the loaded dataset |
| Community Bank Na | CUSTODIAN | $29,977 | not reported in the loaded dataset |
| Blitman & King Llp | ATTORNEY | $20,364 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | AUDITOR | $20,000 | not reported in the loaded dataset |
| Stackel & Navarra Cpa Pc | ACCOUNTANT | $9,700 | not reported in the loaded dataset |