Ibew Local Union No. 237 Pension Plan — Form 5500 plan (Ibew Local Union No. 237 Pension Plan)
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 Pension Plan is a benefit plan reported by Ibew Local Union No. 237 Pension Plan under EIN 16-6094914 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $50,607,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local Union No. 237 Pension Plan
- EIN
- 16-6094914
- Plan number
- 001
- Plan type
- 1
- Location
- Niagara Falls, NY
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $50,607,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241011141141NAL0011003907003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,607,381
- Total liabilities (EOY)
- $135,957
- Net assets (EOY)
- $50,471,424
- Net assets (BOY)
- $15,989,274
Income & contributions
- Employer contributions
- $4,734,628
- Total contributions
- $4,734,628
- Total income / additions
- $39,486,087
Expenses & distributions
- Benefits paid
- $4,737,939
- Administrative expenses
- $265,998
- Total expenses
- $5,003,937
- Net increase / (decrease)
- $34,482,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cowden Associates | ACTUARY | $57,089 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | ATTORNEY | $46,730 | not reported in the loaded dataset | 2023 |
| Ibew Local 237 Health & Welfare Fun | RELATED PARTY | $46,556 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | INVESTMENT ADVISOR | $45,227 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | ACCOUNTANT | $22,285 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors, LLC | INVESTMENT ADVISOR | $11,983 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | INVESTMENT MANAGEMENT | $9,564 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local Union No. 237 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Niagara Falls, NY
- Cowden Associates — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Ibew Local 237 Health & Welfare Fun — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- National Real Estate Advisors, LLC — Schedule C compensation
- Wilmington Trust — Schedule C compensation