I.B.E.W. Local No. 106 Annuity Plan — Form 5500 plan (Trustees Of Local Union 106 Ibew Annuity 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, I.B.E.W. Local No. 106 Annuity Plan is a benefit plan reported by Trustees Of Local Union 106 Ibew Annuity Plan under EIN 16-6126150 and plan number 003. The latest loaded filing year is 2023. The filing reports 191 participants and $29,772,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local Union 106 Ibew Annuity Plan
- EIN
- 16-6126150
- Plan number
- 003
- Plan type
- 1
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $29,772,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20250326101131NAL0015775953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,772,211
- Total liabilities (EOY)
- $53,256
- Net assets (EOY)
- $29,718,955
- Net assets (BOY)
- $23,191,919
Income & contributions
- Employer contributions
- $1,345,342
- Total contributions
- $1,656,674
- Total income / additions
- $7,582,698
Expenses & distributions
- Benefits paid
- $907,980
- Administrative expenses
- $147,682
- Total expenses
- $1,055,662
- Net increase / (decrease)
- $6,527,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $31,173 | $0 | 2023 |
| Wellth Advisory Services, LLC | RETAINED BY EMPLOYER | $16,152 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | RETAINED BY EMPLOYER | $13,779 | not reported in the loaded dataset | 2023 |
| Buffamante Whipple Buttafaro, P.C. | RETAINED BY EMPLOYER | $11,118 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local Union 106 Ibew Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Jamestown, NY
- John Hancock — Schedule C compensation
- Wellth Advisory Services, LLC — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Buffamante Whipple Buttafaro, P.C. — Schedule C compensation