Original filing (PDF)20251010125347NAL0004257027002

IBEW LOCAL UNION NO 237 ANNUITY FUND

Name: IBEW LOCAL UNION NO 237 ANNUITY FUND — Form 5500 (2024)
Creator: IBEW LOCAL UNION NO 237 ANNUITY FUND

Form 5500

FILING_RECEIVED

Defined-contribution retirement plan

Signals · 2

36% in single holdingNo recordkeeper disclosed

Active participants

273

Accounts w/ balance

444

Plan assets (EOY)

$22.2M

Net assets (EOY)

$22.1M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 UNION NO 237 ANNUITY FUND.

Plan sponsor

Name

IBEW LOCAL UNION NO 237 ANNUITY FUND

EIN

16-1378286

Address

6700 SCHULTZ RD · NIAGARA FALLS, NY · 143041987

Phone

(716) 297-3899

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL MARCO ADVISORS	13-2646110	BRAINTREE, MA	INVESTMENT ADVISOR	$60K	—
WILMINGTON TRUST	16-1486454	BUFFALO, NY	INVESTMENT MANAGEMENT	$17K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BONADIO & CO., LLP	16-1131146	AMHERST, NY	ACCOUNTANT	$20K	—

Legal counsel

Investments

9 direct securities· $21.5M(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Total Market IDX-FAI	—	—	$4.1M	$7.7M	34.6%
PGIM Core Bond Fund	—	—	$5.7M	$5.5M	24.7%
Baird Core Plus Bond Fund CL	—	—	$3.5M	$3.2M	14.4%
Harbor Div INT ALL CAP-INST	—	—	$2.2M	$2.3M	10.2%

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