I.B.E.W. Local No. 106 Pension Plan — Form 5500 plan (Local Union 106 Ibew)
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, I.B.E.W. Local No. 106 Pension Plan is a benefit plan reported by Local Union 106 Ibew under EIN 16-6126150 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $40,704,445 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union 106 Ibew
- EIN
- 16-6126150
- Plan number
- 001
- Plan type
- 1
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $40,704,445
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20250403135859NAL0010335329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,704,445
- Total liabilities (EOY)
- $62,103
- Net assets (EOY)
- $40,642,342
- Net assets (BOY)
- $36,845,920
Income & contributions
- Employer contributions
- $2,437,522
- Total contributions
- $2,437,522
- Total income / additions
- $6,851,582
Expenses & distributions
- Benefits paid
- $2,840,202
- Administrative expenses
- $214,958
- Total expenses
- $3,055,160
- Net increase / (decrease)
- $3,796,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | NONE | $37,080 | $0 | 2023 |
| M&T Investment Group | NONE | $22,473 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $20,310 | not reported in the loaded dataset | 2023 |
| Nottingham Advisors | NONE | $14,828 | not reported in the loaded dataset | 2023 |
| Buffamante, Whipple, Buttafaro Pc | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $8,383 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local Union 106 Ibew
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamestown, NY
- Global Retirement Partners — Schedule C compensation
- M&T Investment Group — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Nottingham Advisors — Schedule C compensation
- Buffamante, Whipple, Buttafaro Pc — Schedule C compensation
- Blitman & King Llp — Schedule C compensation