IBEW Local No. 143 Annuity Plan's EIN is 23-2520680.
Download the official 2024 Form 5500 (PDF) for IBEW Local No. 143 Annuity Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IBEW Local No. 143 Annuity Plan's plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D H EVANS TPA LLC DBA PATH ADMIN | 46-1664646 | — | NONE | $120K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT INCOME F VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $12.8M | 18.0% | |
| JPMORGAN LARGE CAP GROWTH VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.8M | 11.0% | |
| VRIAC VOYA Fixed Account | Other securities | — | — | $5.5M | 7.7% | |
| VANGUARD TARGET RETIREMENT 2040 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.4M | 7.6% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.3M | 6.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.7M | 5.3% | |
| VANGUARD TARGET RETIREMENT 2050 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.4M | 4.7% | |
| VANGUARD TARGET RETIREMENT 2055 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.3M | 4.6% | |
| VANGUARD TARGET RETIREMENT 2045 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.1M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2030 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.7M | 3.8% | |
| JPMORGAN US EQUITY FUND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.5M | 3.5% | |
| VANGUARD TARGET RETIREMENT 2060 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.4% | |
| VANGUARD TARGET RETIREMENT 2035 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.4M | 3.3% | |
| FRANKLIN SMALL CAP VALUE FUND VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.7% | |
| VANGUARD TARGET RETIREMENT 2025 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.5M | 2.2% | |
| MFS MID CAP GROWTH FUND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2065 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.6% | |
| VANGUARD TARGET RETIREMENT 2020 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $782K | 1.1% | |
| JPMORGAN SMALL CAP GROWTH VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $617K | 0.9% | |
| PIONEER STRATEGIC INCOME FUND K VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $458K | 0.6% | |
| DFA REAL ESTATE SECURITIES VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $455K | 0.6% | |
| MFS MID CAP VALUE FUND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $448K | 0.6% | |
| FIDELITY MID CAP INDEX FUND VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $424K | 0.6% | |
| T ROWE PRICE CAP APPREC PORT R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $354K | 0.5% | |
| FIDELITY SMALL CAP INDEX FUND VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $300K | 0.4% | |
| VANGUARD LIFE STRATEGY GROWTH VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $234K | 0.3% | |
| VANGUARD EQUITY INCOME FUND ADMIRAL VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $222K | 0.3% | |
| VANGUARD LIFE STRATEGY MODERATE VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $184K | 0.3% | |
| BNY MELLON INTERNATIONAL STOCK FUND VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $158K | 0.2% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $134K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $112K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $101K | 0.1% | |
| DFA INTERNATIONAL VALUE PORTFOLIO VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $76K | 0.1% | |
| VANGUARD LIFE STRATEGY CONSERVATIVE VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| VOYA GOVERNMENT MONEY MARKET VOYA RETIREMENT AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $948 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PACKER THOMAS |
| 34-1667340 |
| — |
| NONE |
| $17K |
| — |
| WILLIG, WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $15K | — |
| SEGAL SELECT INSURANCE SERVICES | — | NEW YORK, NY | NONE | $12K | — |
