143 Ibew Benefit Funds - Pension Fund — Form 5500 plan (Ibew 143 Benefit Funds - Pension Fund)
Plain-English plan 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, 143 Ibew Benefit Funds - Pension Fund is a benefit plan reported by Ibew 143 Benefit Funds - Pension Fund under EIN 23-6537047 and plan number 001. The latest loaded filing year is 2023. The filing reports 984 participants and $74,908,150 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 143 Benefit Funds - Pension Fund
- EIN
- 23-6537047
- Plan number
- 001
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 984
- End-of-year plan assets
- $74,908,150
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 984 | H, C | 20241010134345NAL0034174496002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,908,150
- Total liabilities (EOY)
- $310,875
- Net assets (EOY)
- $74,597,275
- Net assets (BOY)
- $68,411,003
Income & contributions
- Employer contributions
- $6,907,040
- Total contributions
- $7,238,401
- Total income / additions
- $14,649,383
Expenses & distributions
- Benefits paid
- $7,882,264
- Administrative expenses
- $580,847
- Total expenses
- $8,463,111
- Net increase / (decrease)
- $6,186,272
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pfm Advisors | NONE | $183,174 | not reported in the loaded dataset | 2023 |
| D H Evans Tpa Dba Path Admin | NONE | $181,200 | not reported in the loaded dataset | 2023 |
| Asb Capital Mgmt LLC | NONE | $49,589 | not reported in the loaded dataset | 2023 |
| Cowden Associates | NONE | $35,800 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $25,130 | not reported in the loaded dataset | 2023 |
| M & T Inv (Wilmington Trust) | NONE | $24,636 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $13,292 | not reported in the loaded dataset | 2023 |
| Fox Rothschild Llp | NONE | $5,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 143 Benefit Funds - Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Pfm Advisors — Schedule C compensation
- D H Evans Tpa Dba Path Admin — Schedule C compensation
- Asb Capital Mgmt LLC — Schedule C compensation
- Cowden Associates — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- M & T Inv (Wilmington Trust) — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Fox Rothschild Llp — Schedule C compensation