I.B.E.W. Local No. 106 Health & Welfare Fund — 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 Health & Welfare Fund is a benefit plan reported by Local Union 106 Ibew under EIN 23-7091957 and plan number 501. The latest loaded filing year is 2023. The filing reports 190 participants and $7,779,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local Union 106 Ibew
- EIN
- 23-7091957
- Plan number
- 501
- Plan type
- 1
- Location
- Jamestown, NY
- Latest filing year
- 2023
- Participants
- 190
- End-of-year plan assets
- $7,779,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 190 | H, C | 20250403084339NAL0010093697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,779,227
- Total liabilities (EOY)
- $1,366,831
- Net assets (EOY)
- $6,412,396
- Net assets (BOY)
- $5,744,165
Income & contributions
- Employer contributions
- $2,911,669
- Participant contributions
- $230,635
- Total contributions
- $3,614,129
- Total income / additions
- $4,207,569
Expenses & distributions
- Benefits paid
- $3,382,904
- Administrative expenses
- $156,434
- Total expenses
- $3,539,338
- Net increase / (decrease)
- $668,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wellth Advisory Services | 17102 | not reported in the loaded dataset | $0 | 2023 |
| Buffamante, Whipple, Buttafaro, Pc | 11000 | not reported in the loaded dataset | $0 | 2023 |
| Usi | 5700 | not reported in the loaded dataset | $0 | 2023 |
| Nottingham Advisors | 5637 | not reported in the loaded dataset | $0 | 2023 |
| Blitman & King Llp | 5452 | not reported in the loaded dataset | $0 | 2023 |
| Creighton, Johnsen & Giroux | 1122 | not reported in the loaded dataset | $0 | 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
- Wellth Advisory Services — Schedule C compensation
- Buffamante, Whipple, Buttafaro, Pc — Schedule C compensation
- Usi — Schedule C compensation
- Nottingham Advisors — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Creighton, Johnsen & Giroux — Schedule C compensation