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Original filing (PDF)20241010134345NAL0034174496002
IBEW 143 BENEFIT FUNDS - PENSION FUND
Form 5500
FILING_RECEIVED
143 IBEW BENEFIT FUNDS - PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
354
Accounts w/ balance
—
Plan assets (EOY)
$74.9M
Net assets (EOY)
$74.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 69 bps in Schedule C fees — 332% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBEW 143 BENEFIT FUNDS - PENSION FUND.
Plan sponsor
Name
IBEW 143 BENEFIT FUNDS - PENSION FUND
EIN
23-6537047
Address
P O BOX 6480 · HARRISBURG, PA · 171120480
Phone
(717) 671-8551
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-10
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFM ADVISORS | 23-3087064 | — | NONE | $183K | — |
| D H EVANS TPA DBA PATH ADMIN | 42-1226464 | — | NONE | $181K | — |
| ASB CAPITAL MGMT LLC | 80-0618452 | — | NONE | $50K | — |
| COWDEN ASSOCIATES | — | PITTSBURGH, PA | NONE | $36K | — |
| WILLIG, WILLIAMS & DAVIDSON | — | PHILADELPHIA, PA | NONE | $25K | — |
| M & T INV (WILMINGTON TRUST) | 16-0538020 | — | NONE | $25K | — |
| PACKER THOMAS | 34-1667340 | — | NONE | $13K | — |
| FOX ROTHSCHILD LLP | 23-1404723 | — | NONE | $5K | — |
Investments
1 pooled fund· $4.4M(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ABS ALLEGIANCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257003 / PN 006 | Common Collective Trust | $4.4M | 5.9% |