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Original filing (PDF)20250412124349NAL0015106579003
IBEW LOCAL NO. 236 ANNUITY PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL NO. 236 ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,438
Accounts w/ balance
2,087
Plan assets (EOY)
$115.6M
Net assets (EOY)
$115.5M
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
- 53 bps in Schedule C fees — 435% above peer band of 10 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 IBEW LOCAL NO. 236 ANNUITY PLAN.
Plan sponsor
Name
IBEW LOCAL NO. 236 ANNUITY PLAN
EIN
51-8070174
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
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
TEAL BECKER & CHIARAMONTE CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT CORP. | 23-1707341 | — | NONE | $307K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $173K | — |
| KEY BANK NATIONAL ASSOCIATION | 34-1974250 | — | NONE | $53K | — |
| TEAL, BECKER & CHIARAMONTE, CPAS P. | 14-1624930 | — | NONE | $34K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $28K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $8K | — |
| COUCH DALE MARSHALL P.C. | 56-2331238 | — | NONE | $8K | — |
| POZEFSKY, BRAMLEY, & MURPHY | 14-1601487 | — | NONE | $8K | — |
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.