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Original filing (PDF)20251010125347NAL0004257027001
I.B.E.W. LOCAL UNION NO. 237 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
IBEW LOCAL UNION NO. 237 HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~181 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
285
Accounts w/ balance
—
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.6M
Plan health score (directional)
84
/ 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
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 181 bps in Schedule C fees — 525% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.B.E.W. LOCAL UNION NO. 237 HEALTH AND WELFARE FUND.
Plan sponsor
Name
I.B.E.W. LOCAL UNION NO. 237 HEALTH AND WELFARE FUND
EIN
16-0834222
Address
6700 SCHULTZ ST · NIAGARA FALLS, NY · 14304
Phone
(716) 297-3650
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4I · Severance Pay
4K · Scholarship (Funded)
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | BRAINTREE, MA | INVESTEMENT ADVISOR | $29K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO., LLP | 16-1131146 | AMHERST, NY | ACCOUNTANT | $37K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLITMAN & KING, LLP | 16-1047304 | ROCHESTER, NY | ATTORNEY | $44K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELA STANISZ | — | NIAGARA FALLS, NY | FUND ADMINISTRATOR | $76K | — |
| PCA TECHNOLOGY GROUP, INC. | 26-0022778 | BUFFALO, NY | TECHNOLOGY PROVIDER | $33K | — |
| ASHELY STOGNER | — | NIAGARA FALLS, NY | FUND ADMINISTRATOR | $28K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.