Original filing (PDF)20250507135504NAL0024109746001

TRUSTEES OF LOCAL NO. 41 IBEW ANNUITY

Name: TRUSTEES OF LOCAL NO. 41 IBEW ANNUITY — LOCAL UNION NO. 41 IBEW ANNUITY FUND, Form 5500 (2023)
Creator: TRUSTEES OF LOCAL NO. 41 IBEW ANNUITY

Form 5500

FILING_RECEIVED

LOCAL UNION NO. 41 IBEW ANNUITY FUND

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed7 service providers

Active participants

1,495

Accounts w/ balance

1,204

Plan assets (EOY)

$120.6M

Net assets (EOY)

$120.4M

How this plan invests

This plan

1 collective trust

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 TRUSTEES OF LOCAL NO. 41 IBEW ANNUITY.

Plan sponsor

Name

TRUSTEES OF LOCAL NO. 41 IBEW ANNUITY

EIN

16-6069938

Address

S 3546 CALIFORNIA ROAD · ORCHARD PARK, NY · 14127

Phone

(716) 662-6122

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ARCARA LENDA EUSANIO & STACEY, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOCAL NO. 41 IBEW HEALTH FUND	16-0841426	—	AFFILIATED BENEFIT FUND	$84K	—
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$81K	—
BONADIO & CO. LLP	16-1131146	—	NONE	$34K	—
BLITMAN & KING LLP	16-1047304	—	NONE	$17K	—
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$13K	—
JBM COMPUTER CONSULTANTS

Investments

1 pooled fund· $3.9M(3% 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.

Investment	Type	Current value	% of plan
VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024	Common Collective Trust	$3.9M	3.2%

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