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Original filing (PDF)20251009111055NAL0006496145001
LOCAL 143 ANNUITY FUND
Form 5500
FILING_RECEIVED
LOCAL 143 ANNUITY FUND 333 SYLVAN AVENUE - STE 400 ENGLEWOOD CLIFFS, NJ 07632-2724
Defined-contribution retirement plan
Signals · 2
65% in single holdingNo recordkeeper disclosed
Active participants
247
Accounts w/ balance
592
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Reliance Standard Life Insurance Company 7-Year Guarantee Contract 935,170 5.550%" is 65% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL 143 ANNUITY FUND.
Plan sponsor
Name
LOCAL 143 ANNUITY FUND
EIN
11-2732626
Address
333 SYLVAN AVENUE, STE 400 · ENGLEWOOD CLIFFS, NJ · 076322734
Phone
(201) 227-0025
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
MSPC CPAS AND ADVISORS, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSPC CPAS AND ADVISORS P.C. | 22-2951202 | CRANFORD, NJ | — | $7K | — |
Investments
4 direct securities· $1.4M(71% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Reliance Standard Life Insurance Company 7-Year Guarantee Contract 935,170 5.550% | — | — | $935K | $935K | 46.6% | |
| Reliance Standard Life Insurance Company 7-Year Guarantee Contract 236,081 5.550% | — | — | $236K | $236K | 11.8% | |
| Fidelity and Guaranty Life Spectrum Choice Bonus 222,017 3.000% | — | — | $222K | $222K | 11.1% | |
| Lord Abbett Short Duration Income Fund Class R4 | — | — | $5K | $36K | 1.8% |