Plan Snapshot
- Plan Sponsor: Ibew Local No. 236 Pension Plan
- Sponsor EIN: 141490934
- Sponsor Address: 3000 TROY SCHENECTADY RD, SCHENECTADY, NY, 123091614
- Plan Type: DB
- Total Participants: 1,156
- Total Assets: $387.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,156 | $387.2M | $0 | $0 |
| 2023 | 1,157 | $345.6M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TEAL, BECKER & CHIARAMONTE CPAS PC | Auditor | $36,000 | — | $36,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEAL, BECKER & CHIARAMONTE CPAS PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,000
- Estimated Expense Ratio: 0.009% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,773,590 | $1,081,492 | $186,000 | $36,000 | — |
| 2023 | $1,826,181 | $1,361,631 | — | — | $143,200 |