2023 Form 5500 filing — 143 Ibew Benefit Funds - Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010134345NAL0034174496002) for 143 Ibew Benefit Funds - Pension Fund, reported by Ibew 143 Benefit Funds - Pension Fund under EIN 23-6537047 and plan number 001. It reports 984 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134345NAL0034174496002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 143 Benefit Funds - Pension Fund
- EIN
- 23-6537047
- Plan number
- 001
- Location
- Harrisburg, PA
- Participants
- 984
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,908,150
- Total liabilities (EOY)
- $310,875
- Net assets (EOY)
- $74,597,275
- Employer contributions
- $6,907,040
- Total income / additions
- $14,649,383
- Benefits paid
- $7,882,264
- Administrative expenses
- $580,847
- Total expenses
- $8,463,111
- Net increase / (decrease)
- $6,186,272
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pfm Advisors | NONE | $183,174 | not reported in the loaded dataset |
| D H Evans Tpa Dba Path Admin | NONE | $181,200 | not reported in the loaded dataset |
| Asb Capital Mgmt LLC | NONE | $49,589 | not reported in the loaded dataset |
| Cowden Associates | NONE | $35,800 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $25,130 | not reported in the loaded dataset |
| M & T Inv (Wilmington Trust) | NONE | $24,636 | not reported in the loaded dataset |
| Packer Thomas | NONE | $13,292 | not reported in the loaded dataset |
| Fox Rothschild Llp | NONE | $5,300 | not reported in the loaded dataset |