Original filing (PDF)20250412124349NAL0015106579002

IBEW LOCAL NO. 236 PENSION PLAN

Name: IBEW LOCAL NO. 236 PENSION PLAN — Form 5500 (2023)
Creator: IBEW LOCAL NO. 236 PENSION PLAN

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed9 service providers

Active participants

1,156

Accounts w/ balance

—

Plan assets (EOY)

$387.2M

Net assets (EOY)

$386.8M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL NO. 236 PENSION PLAN.

Plan sponsor

Name

IBEW LOCAL NO. 236 PENSION PLAN

EIN

14-1490934

Address

3000 TROY SCHENECTADY RD · SCHENECTADY, NY · 123091614

Phone

(518) 782-5499

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-12

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

TEAL, BECKER & CHIARAMONTE CPAS PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

9 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENT MANAGEMENT CORP.	23-1707341	—	NONE	$1.1M	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZENITH AMERICAN SOLUTIONS

Investments

3 pooled funds· $16.5M(4% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
SEI GPA IV CIT SEI TRUST COMPANY · EIN 81-5067490 / PN 103	Common Collective Trust	$7.1M	1.8%
SEI GPA V CIT SEI TRUST COMPANY · EIN 84-3069065 / PN 136	Common Collective Trust	$6.4M	1.6%
SEI GPA III CIT SEI TRUST COMPANY · EIN 46-4926606 / PN 073	Common Collective Trust	$3.0M	0.8%