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Original filing (PDF)20260311094942NAL0005516610001
IBEW LOCAL 43 & ELECTRICAL CONTRACTORS WELFARE FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS WELFARE FUND
Health & welfare plan
Signals · 4
69% in single holding~192 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
1,117
Accounts w/ balance
—
Plan assets (EOY)
$75.3M
Net assets (EOY)
$72.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: BNYM MELLON STOCK INDEX FUND (no filing on disk)]" is 69% of plan.
- 192 bps in Schedule C fees — 1100% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW LOCAL 43 & ELECTRICAL CONTRACTORS WELFARE FUND BOARD OF TRUSTEES.
Plan sponsor
Name
IBEW LOCAL 43 & ELECTRICAL CONTRACTORS WELFARE FUND BOARD OF TRUSTEES
EIN
15-6025163
Address
PO BOX 2218 · SYRACUSE, NY · 13220
Phone
(315) 474-5729
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEVIN KOVAL | 15-6025163 | — | PLAN ADMINISTRATOR | $91K | — |
| SHEILA J FITZMAURICE | 15-6026163 | — | PLAN ADMINISTRATOR | $68K | — |
Other
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UMR, INC | 39-1995276 | — | NONE | $661K | — |
| JOSEPH W. MCCARTHY & ASSOC | 16-1120588 | — | NONE | $125K | — |
| THE SEGAL CO. | 13-1835864 | — | NONE | $100K | — |
| STACY BRAUN ASSOCIATES | 13-2889432 | — | NONE | $94K | — |
| ELIZA POTEKHIN | 15-6025163 | — | EMPLOYEE | $66K | — |
| BLITMAN & KING | 16-1047304 | — | NONE | $61K | — |
| MICHELLE HOTCHKISS | 15-6025163 | — | EMPLOYEE | $50K | — |
| BONADIO & CO., LLP | 16-1131146 | — | NONE | $39K | — |
| SIMPLIFIED COMPUTERS | 16-1380265 | — | NONE | $26K | — |
| EMPLOYEE NETWORK, INC. | 16-1285790 | — | NONE | $26K | — |
| NATALIIA HARBUZIUK | 15-6025163 | — | EMPLOYEE | $18K | — |
| MARCO CONSULTING GROUP | 36-3555078 | — | NONE | $13K | — |
| US BANK | 31-0841368 | — | NONE | $7K | — |
| PRUDENTIAL TRUST CO | 81-6705696 | — | NONE | $1K | — |
Investments
2 pooled funds· $20.2M(27% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON STOCK INDEX FUND THE BANK OF NEW YORK MELON · EIN 84-7064589 / PN 001 | Common Collective Trust | — | — | $14.0M | 18.6% | |
| PGIM CORE PLUS BOND FUND PRUDENTIAL TRUST CO · EIN 81-6705696 / PN 001 | Common Collective Trust | — | — | $6.2M | 8.2% |