Local No. 41 Ibew Health Fund — Form 5500 plan (Trustees Of Local No 41 Ibew Health 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, Local No. 41 Ibew Health Fund is a benefit plan reported by Trustees Of Local No 41 Ibew Health Fund under EIN 16-0841426 and plan number 501. The latest loaded filing year is 2023. The filing reports 961 participants and $49,137,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local No 41 Ibew Health Fund
- EIN
- 16-0841426
- Plan number
- 501
- Plan type
- 1
- Location
- Orchard Park, NY
- Latest filing year
- 2023
- Participants
- 961
- End-of-year plan assets
- $49,137,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 961 | H, C | 20241129071505NAL0005614163002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,137,150
- Total liabilities (EOY)
- $395,318
- Net assets (EOY)
- $48,741,832
- Net assets (BOY)
- $45,583,555
Income & contributions
- Employer contributions
- $18,931,297
- Participant contributions
- $396,273
- Total contributions
- $19,327,570
- Total income / additions
- $21,113,533
Expenses & distributions
- Benefits paid
- $16,376,488
- Administrative expenses
- $1,578,768
- Total expenses
- $17,955,256
- Net increase / (decrease)
- $3,158,277
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | NONE | $203,012 | $0 | 2023 |
| Leeann Murphy | EMPLOYEE | $141,784 | not reported in the loaded dataset | 2023 |
| Deanna Wrazen | EMPLOYEE | $99,883 | not reported in the loaded dataset | 2023 |
| Jodene Blake | EMPLOYEE | $97,632 | not reported in the loaded dataset | 2023 |
| Morgan Siudzinski | EMPLOYEE | $85,173 | not reported in the loaded dataset | 2023 |
| Bonadio & Co LLC | NONE | $37,282 | not reported in the loaded dataset | 2023 |
| O'Sullivan & Associates | NONE | $23,740 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $20,038 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, Na | NONE | $14,356 | $0 | 2023 |
| Jbm Computer Consultants | NONE | $13,256 | not reported in the loaded dataset | 2023 |
| Segal Marco Consultants | NONE | $10,750 | not reported in the loaded dataset | 2023 |
| Pca Technology Group | NONE | $6,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local No 41 Ibew Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Orchard Park, NY
- Manning & Napier — Schedule C compensation
- Leeann Murphy — Schedule C compensation
- Deanna Wrazen — Schedule C compensation
- Jodene Blake — Schedule C compensation
- Morgan Siudzinski — Schedule C compensation
- Bonadio & Co LLC — Schedule C compensation
- O'Sullivan & Associates — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Wilmington Trust, Na — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Segal Marco Consultants — Schedule C compensation
- Pca Technology Group — Schedule C compensation