Ibew Local Union No. 237 Health And Welfare Fund — Form 5500 plan (I.B.E.W. Local Union No. 237 Health And Welfare 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, Ibew Local Union No. 237 Health And Welfare Fund is a benefit plan reported by I.B.E.W. Local Union No. 237 Health And Welfare Fund under EIN 16-0834222 and plan number 501. The latest loaded filing year is 2023. The filing reports 226 participants and $12,139,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- I.B.E.W. Local Union No. 237 Health And Welfare Fund
- EIN
- 16-0834222
- Plan number
- 501
- Plan type
- 1
- Location
- Niagara Falls, NY
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $12,139,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241011141141NAL0011003907002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,139,178
- Total liabilities (EOY)
- $217,268
- Net assets (EOY)
- $11,921,910
- Net assets (BOY)
- $9,724,757
Income & contributions
- Employer contributions
- $6,044,486
- Participant contributions
- $154,228
- Total contributions
- $6,198,714
- Total income / additions
- $7,447,754
Expenses & distributions
- Benefits paid
- $4,662,011
- Administrative expenses
- $588,590
- Total expenses
- $5,250,601
- Net increase / (decrease)
- $2,197,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ashely Stogner | FUND ADMINISTRATOR | $48,768 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | ACCOUNTANT | $47,185 | not reported in the loaded dataset | 2023 |
| Angela Stanisz | FUND ADMINISTRATOR | $33,175 | not reported in the loaded dataset | 2023 |
| Blitman & King, Llp | ATTORNEY | $22,018 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTEMENT ADVISOR | $19,846 | not reported in the loaded dataset | 2023 |
| Pca Technology Group, Inc. | TECHNOLOGY PROVIDER | $18,393 | not reported in the loaded dataset | 2023 |
| Lum, Velasco & Associates, Llp | ACCOUNTANT | $7,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for I.B.E.W. Local Union No. 237 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Niagara Falls, NY
- Ashely Stogner — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Angela Stanisz — Schedule C compensation
- Blitman & King, Llp — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Pca Technology Group, Inc. — Schedule C compensation
- Lum, Velasco & Associates, Llp — Schedule C compensation