Original filing (PDF)20260311094942NAL0005516610002

IBEW LOCAL 43 & ELECTRICAL CONTRACTORS PENSION FUND

Name: IBEW LOCAL 43 & ELECTRICAL CONTRACTORS PENSION FUND — Form 5500 (2024)
Creator: IBEW LOCAL 43 & ELECTRICAL CONTRACTORS PENSION FUND

Form 5500

FILING_RECEIVED

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed14 service providers

Active participants

925

Accounts w/ balance

—

Plan assets (EOY)

$271.4M

Net assets (EOY)

$271.1M

How this plan invests

This plan

9 pooled trusts

Schedule D

508 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

100

Total plan cost

Vendor stack

Participation health

100

Knocking points off

38 bps in Schedule C fees — 281% above peer band of 10 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 PENSION FUND.

Plan sponsor

Name

IBEW LOCAL 43 & ELECTRICAL CONTRACTORS PENSION FUND

EIN

16-6153389

Address

PO BOX 2218 · SYRACUSE, NY · 132202218

Phone

(315) 474-5729

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-11

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

14 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MANNING & NAPIER ADVISORS LLC	45-3328488	—	NONE	$165K	—
ULLICO INVESTMENT ADVISORS INC	52-6435649	—	NONE	$132K	—
THE SEGAL COMPANY	13-1835864	—	NONE	$117K	—
JOSEPH W. MCCARTHY AND ASSOCIATES	16-1120588	—	NONE	$107K	—
STACY BRAUN ASSOCIATES	13-2889432	—	NONE	$107K	—
MESIROW FINANCIAL	—	CHICAGO, IL	NONE	$72K	—
NATIONAL REAL ESTATE ADVISORS	26-2237421	—	NONE	$68K	—
BLITMAN & KING	16-1047304	—	NONE	$63K	—
MARCO CONSULTING GROUP, INC	36-3555078	—	NONE	$55K	—
ASB CAPITAL MANAGEMENT	80-0618452	—	NONE	$51K	—
BONADIO & CO., LLP	16-1131146	—	NONE	$46K	—
LOOMIS SAYLES TRUST CO.	20-8080381	—	NONE	$20K	—
US BANK	31-0841368	—	NONE	$17K	—
CRESCENT CAPITAL HIGH INCOME FUND B	45-5287411	—	NONE	$14K	—

Investments

497 direct securities · 9 pooled funds· $238.5M(88% 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.

Common Collective Trust

$159.9M

8 holdings

Uncategorized

$69.6M

497 holdings

103-12 Investment Entity

$9.0M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003	Common Collective Trust	—	—	$60.8M	22.4%
EARNEST PARTNERS MULTIPLE INVEST TR SEI TRUST COMPANY · EIN 26-4377500 / PN 041	Common Collective Trust	—	—	$26.4M	9.7%
BNYM MELLON AFL CIO MID CAP STOCK THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 341	Common Collective Trust	—	—	$26.2M	9.6%
SCHRODER COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 46-4679164 / PN 072	Common Collective Trust	—	—	$24.6M	9.1%
ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS, INC · EIN 90-0622302 / PN 001	103-12 Investment Entity	—	—	$9.0M	3.3%
1 INVESTMENT IN MASTER FUND	—	—	—	$9.0M	3.3%
PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 165	Common Collective Trust	—	—	$8.2M	3.0%
ASB ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006	Common Collective Trust	—	—	$5.2M	1.9%
AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY LLC · EIN 52-6328901 / PN 001	Common Collective Trust	—	—	$5.1M	1.9%
APPLE INC	—	—	$625K	$4.6M	1.7%
NVIDIA CORP	—	—	$132K	$4.0M	1.5%
MICROSOFT CORP	—	—	$629K	$3.8M	1.4%
MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001	Common Collective Trust	—	—	$3.5M	1.3%
AMAZON.COM INC	—	—	$534K	$2.5M	0.9%
META PLATFORMS INC	—	—	$268K	$1.6M	0.6%
TESLA INC	—	—	$816K	$1.4M	0.5%
ALPHABET INC-CL A	—	—	$231K	$1.4M	0.5%
BROADCOM INC	—	—	$194K	$1.3M	0.5%
ALPHABET INC-CL C	—	—	$180K	$1.1M	0.4%
BERKSHIRE HATH-B	—	—	$305K	$1.0M	0.4%
JPMORGAN CHASE & CO	—	—	$194K	$825K	0.3%
ELI LILLY & CO	—	—	$102K	$744K	0.3%
VISA INC-CLASS A SHARES	—	—	$162K	$668K	0.2%
EXXON MOBIL CORP	—	—	$334K	$578K	0.2%
UNITEDHEALTH GROUP INC	—	—	$129K	$569K	0.2%
MASTERCARD INC - A	—	—	$82K	$528K	0.2%
COSTCO WHOLESALE CORP	—	—	$77K	$496K	0.2%
PROCTER & GAMBLE CO/THE	—	—	$190K	$483K	0.2%
WALMART INC	—	—	$136K	$479K	0.2%
HOME DEPOT INC	—	—	$106K	$472K	0.2%
NETFLIX INC	—	—	$60K	$466K	0.2%
JOHNSON & JOHNSON	—	—	$241K	$426K	0.2%
SALESFORCE INC	—	—	$120K	$391K	0.1%
ABBVIE INC	—	—	$124K	$384K	0.1%
BANK OF AMERICA CORP	—	—	$194K	$359K	0.1%
ORACLE CORP	—	—	$66K	$327K	0.1%
MERCK & CO. INC.	—	—	$177K	$308K	0.1%
CHEVRON CORP	—	—	$180K	$296K	0.1%
COCA-COLA CO/THE	—	—	$164K	$295K	0.1%
CISCO SYSTEMS INC	—	—	$125K	$288K	0.1%
WELLS FARGO & CO	—	—	$156K	$286K	0.1%
ACCENTURE PLC-CL A	—	—	$83K	$269K	<0.1%
SERVICENOW INC	—	—	$81K	$267K	<0.1%
PEPSICO INC	—	—	$128K	$255K	<0.1%
MCDONALD'S CORP	—	—	$70K	$254K	<0.1%
IBM	—	—	$134K	$248K	<0.1%
WALT DISNEY CO/THE	—	—	$153K	$246K	<0.1%
LINDE PLC	—	—	$105K	$244K	<0.1%
THERMO FISHER	—	—	$66K	$243K	<0.1%
ABBOTT LABORATORIES	—	—	$93K	$240K	<0.1%
ADVANCED MICRO DEVICES	—	—	$62K	$240K	<0.1%
ADOBE INC	—	—	$55K	$239K	<0.1%
PHILIP MORRIS IN	—	—	$105K	$229K	<0.1%
INTUITIVE SURGICAL INC	—	—	$40K	$227K	<0.1%
GE AEROSPACE	—	—	$192K	$221K	<0.1%
GOLDMAN SACHS GROUP INC	—	—	$59K	$220K	<0.1%
INTUIT INC	—	—	$50K	$215K	<0.1%
CATERPILLAR INC	—	—	$45K	$214K	<0.1%
TEXAS INSTRUMENTS INC	—	—	$62K	$209K	<0.1%
QUALCOMM INC	—	—	$76K	$209K	<0.1%
VERIZON COMMUNIC	—	—	$233K	$206K	<0.1%
AMERICAN EXPRESS CO	—	—	$40K	$202K	<0.1%
BOOKING HOLDINGS INC	—	—	$29K	$201K	<0.1%
AT&T INC	—	—	$207K	$200K	<0.1%
S&P GLOBAL INC	—	—	$51K	$193K	<0.1%
MORGAN STANLEY	—	—	$63K	$191K	<0.1%
PALANTIR TECHN-A	—	—	$95K	$190K	<0.1%
RTX CORPORATION	—	—	$67K	$188K	<0.1%
PFIZER INC	—	—	$217K	$184K	<0.1%
BLACKROCK INC	—	—	$71K	$182K	<0.1%
DANAHER CORP	—	—	$58K	$180K	<0.1%
NEXTERA ENERGY INC	—	—	$73K	$180K	<0.1%
HONEYWELL INTL	—	—	$58K	$180K	<0.1%
COMCAST CORP-CLASS A	—	—	$93K	$175K	<0.1%
PROGRESSIVE CORP	—	—	$26K	$172K	<0.1%
AMGEN INC	—	—	$67K	$171K	<0.1%
LOWE'S COS INC	—	—	$34K	$171K	<0.1%
UNION PACIFIC CORP	—	—	$42K	$169K	<0.1%
TJX COMPANIES INC	—	—	$28K	$167K	<0.1%
APPLIED MATERIALS INC	—	—	$32K	$164K	<0.1%
CITIGROUP INC	—	—	$185K	$163K	<0.1%
BOEING CO/THE	—	—	$114K	$162K	<0.1%
BOSTON SCIENTIFIC CORP	—	—	$40K	$161K	<0.1%
EATON CORP PLC	—	—	$33K	$160K	<0.1%
CONOCOPHILLIPS	—	—	$83K	$157K	<0.1%
UBER TECHNOLOGIES INC	—	—	$160K	$155K	<0.1%
BLACKSTONE INC	—	—	$101K	$152K	<0.1%
STRYKER CORP	—	—	$45K	$151K	<0.1%
AUTOMATIC DATA PROCESSING	—	—	$36K	$146K	<0.1%
PALO ALTO NETWORKS INC	—	—	$100K	$146K	<0.1%
FISERV INC	—	—	$43K	$143K	<0.1%
GILEAD SCIENCES INC	—	—	$52K	$141K	<0.1%
BRISTOL-MYERS SQUIBB CO	—	—	$122K	$140K	<0.1%
ARISTA NETWORKS INC	—	—	$28K	$140K	<0.1%
SCHWAB (CHARLES) CORP	—	—	$58K	$135K	<0.1%
DEERE & CO	—	—	$29K	$132K	<0.1%
T-MOBILE US INC	—	—	$59K	$132K	<0.1%
ANALOG DEVICES INC	—	—	$46K	$129K	<0.1%
MARSH & MCLENNAN COS	—	—	$36K	$128K	<0.1%
VERTEX PHARM	—	—	$39K	$127K	<0.1%
CHUBB LTD	—	—	$45K	$127K	<0.1%
STARBUCKS CORP	—	—	$41K	$126K	<0.1%
LOCKHEED MARTIN CORP	—	—	$37K	$125K	<0.1%
MEDTRONIC PLC	—	—	$125K	$125K	<0.1%
KKR & CO INC	—	—	$90K	$122K	<0.1%
PROLOGIS INC	—	—	$73K	$120K	<0.1%
MICRON TECHNOLOGY INC	—	—	$39K	$114K	<0.1%
LAM RESEARCH CORP	—	—	$17K	$114K	<0.1%
UNITED PARCEL-B	—	—	$82K	$113K	<0.1%
EQUINIX INC	—	—	$47K	$111K	<0.1%
GE VERNOVA INC	—	—	$50K	$111K	<0.1%
SOUTHERN CO/THE	—	—	$58K	$110K	<0.1%
NIKE INC -CL B	—	—	$51K	$110K	<0.1%
ALTRIA GROUP INC	—	—	$56K	$108K	<0.1%
INTEL CORP	—	—	$155K	$106K	<0.1%
AMERICAN TOWER CORP	—	—	$60K	$105K	<0.1%
PAYPAL HOLDINGS INC	—	—	$52K	$105K	<0.1%
INTERCONTINENTAL	—	—	$40K	$105K	<0.1%
ELEVANCE HEALTH INC	—	—	$35K	$105K	<0.1%
KLA CORP	—	—	$15K	$103K	<0.1%
AMPHENOL CORP-CL A	—	—	$17K	$102K	<0.1%
CME GROUP INC	—	—	$50K	$102K	<0.1%
DUKE ENERGY CORP	—	—	$65K	$102K	<0.1%
TRANE TECHNOLOGIES PLC	—	—	$14K	$102K	<0.1%
CADENCE DESIGN SYS INC	—	—	$19K	$101K	<0.1%
CHIPOTLE MEXICAN	—	—	$19K	$100K	<0.1%
PARKER HANNIFIN CORP	—	—	$14K	$100K	<0.1%
MONDELEZ INTER-A	—	—	$43K	$98K	<0.1%
CROWDSTRIKE HO-A	—	—	$108K	$97K	<0.1%
SHERWIN-WILLIAMS CO/THE	—	—	$21K	$96K	<0.1%
AON PLC-CLASS A	—	—	$27K	$95K	<0.1%
MOTOROLA SOLUTIONS INC	—	—	$19K	$94K	<0.1%
THE CIGNA GROUP	—	—	$37K	$94K	<0.1%
PNC FINANCIAL SE	—	—	$47K	$94K	<0.1%
REGENERON PHARMACEUTICALS	—	—	$52K	$92K	<0.1%
US BANCORP	—	—	$59K	$91K	<0.1%
SYNOPSYS INC	—	—	$21K	$91K	<0.1%
WELLTOWER INC	—	—	$51K	$91K	<0.1%
COLGATE-PALMOLIVE CO	—	—	$46K	$91K	<0.1%
APOLLO GLOBAL MA	—	—	$93K	$90K	<0.1%
MOODY'S CORP	—	—	$16K	$90K	<0.1%
WASTE MANAGEMENT INC	—	—	$23K	$90K	<0.1%
ZOETIS INC	—	—	$30K	$90K	<0.1%
MCKESSON CORP	—	—	$15K	$88K	<0.1%
TRANSDIGM GROUP INC	—	—	$27K	$87K	<0.1%
ARTHUR J GALLAGHER & CO	—	—	$32K	$87K	<0.1%
EMERSON ELECTRIC CO	—	—	$32K	$86K	<0.1%
3M CO	—	—	$55K	$86K	<0.1%
CONSTELLATION ENERGY	—	—	$15K	$86K	<0.1%
EOG RESOURCES INC	—	—	$37K	$84K	<0.1%
O'REILLY AUTOMOTIVE INC	—	—	$10K	$84K	<0.1%
ILLINOIS TOOL WORKS	—	—	$24K	$83K	<0.1%
CAPITAL ONE FINA	—	—	$31K	$83K	<0.1%
GENERAL DYNAMICS CORP	—	—	$37K	$83K	<0.1%
WILLIAMS COS INC	—	—	$43K	$81K	<0.1%
BECTON DICKINSON AND CO	—	—	$50K	$80K	<0.1%
AIR PRODS & CHEM	—	—	$31K	$79K	<0.1%
MARRIOTT INTL-A	—	—	$17K	$79K	<0.1%
NORTHROP GRUMMAN CORP	—	—	$20K	$79K	<0.1%
AUTODESK INC	—	—	$18K	$78K	<0.1%
FEDEX CORP	—	—	$29K	$77K	<0.1%
CINTAS CORP	—	—	$12K	$77K	<0.1%
TARGET CORP	—	—	$36K	$76K	<0.1%
HILTON WORLDWIDE	—	—	$23K	$74K	<0.1%
FORTINET INC	—	—	$16K	$73K	<0.1%
ECOLAB INC	—	—	$25K	$72K	<0.1%
ONEOK INC	—	—	$34K	$72K	<0.1%
GENERAL MOTORS CO	—	—	$50K	$72K	<0.1%
TRUIST FINANCIAL CORP	—	—	$58K	$70K	<0.1%
ROYAL CARIBBEAN	—	—	$27K	$70K	<0.1%
CARRIER GLOBAL CORP	—	—	$17K	$70K	<0.1%
AIRBNB INC-CLASS A	—	—	$76K	$70K	<0.1%
CVS HEALTH CORP	—	—	$81K	$69K	<0.1%
BANK NY MELLON	—	—	$36K	$68K	<0.1%
ROPER TECHNOLOGIES INC	—	—	$21K	$68K	<0.1%
SEMPRA	—	—	$34K	$68K	<0.1%
DIGITAL REALTY TRUST INC	—	—	$45K	$68K	<0.1%
WORKDAY INC-CLASS A	—	—	$71K	$67K	<0.1%
HCA HEALTHCARE INC	—	—	$21K	$67K	<0.1%
FREEPORT-MCMORAN INC	—	—	$38K	$67K	<0.1%
TRAVELERS COS INC/THE	—	—	$20K	$67K	<0.1%
PACCAR INC	—	—	$17K	$67K	<0.1%
SCHLUMBERGER LTD	—	—	$86K	$66K	<0.1%
AUTOZONE INC	—	—	$10K	$66K	<0.1%
NORFOLK SOUTHERN CORP	—	—	$19K	$65K	<0.1%
KINDER MORGAN INC	—	—	$73K	$65K	<0.1%
NXP SEMICONDUCTORS NV	—	—	$62K	$65K	<0.1%
SIMON PROPERTY GROUP INC	—	—	$37K	$65K	<0.1%
JOHNSON CONTROLS	—	—	$32K	$64K	<0.1%
AFLAC INC	—	—	$16K	$63K	<0.1%
AMERIPRISE FINANCIAL INC	—	—	$8K	$63K	<0.1%
ALLSTATE CORP	—	—	$19K	$62K	<0.1%
COPART INC	—	—	$19K	$62K	<0.1%
ROSS STORES INC	—	—	$13K	$61K	<0.1%
AMERICAN ELECTRIC POWER	—	—	$36K	$60K	<0.1%
FAIR ISAAC CORP	—	—	$20K	$59K	<0.1%
CUMMINS INC	—	—	$14K	$58K	<0.1%
METLIFE INC	—	—	$27K	$58K	<0.1%
PUBLIC STORAGE	—	—	$29K	$58K	<0.1%
PHILLIPS 66	—	—	$25K	$58K	<0.1%

Showing top 200 of 506 investments by value.