Original filing (PDF)20260311094942NAL0005516610005

BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS

Name: BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS — IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F, Form 5500 (2024)
Creator: BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS

Form 5500

FILING_RECEIVED

IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS ANNUITY F

Defined-contribution retirement plan

Signals · 1

11 service providers

Active participants

1,640

Accounts w/ balance

1,787

Plan assets (EOY)

$248.8M

Net assets (EOY)

$248.4M

How this plan invests

This plan

11 pooled trusts

Schedule D

509 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

100

Participation health

100

Knocking points off

47 bps in Schedule C fees — 371% above peer band of 10 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS.

Plan sponsor

Name

BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORS

EIN

51-6052602

Address

P.O. 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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$600	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
IBEW LOCAL 43 ANNUITY FUND	51-6052602	—	OTHER	$466K	—
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	NONE	$419K	—
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	NONE	$122K	—
BLITMAN & KING	16-1047301	—	NONE	$42K	—
BONADIO & CO., LLP	16-1131146	—	NONE	$34K	—
JOSEPH W. MCCARTHY AND ASSOCIATES	16-1120588	—	NONE	$31K	—
PINNACLE INVESTMENTS, INC.	20-5319494	—	NONE	$30K	—
MARCO CONSULTING GROUP	36-3555078	—	NONE	$28K	—
EXETER TRUST COMPANY	02-0476209	—	NONE	$0	—
MANNING & NAPIER ADVISORS LLC	45-3328488	—	NONE	$0	—

Investments

495 direct securities · 11 pooled funds· $197.5M(79% 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

$165.2M

11 holdings

Uncategorized

$32.3M

495 holdings

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	—	—	$32.4M	13.0%
MANNING & NAPIER TARGET 2030 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 023	Common Collective Trust	—	—	$23.9M	9.6%
MANNING & NAPIER TARGET 2035 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 042	Common Collective Trust	—	—	$22.8M	9.1%
MANNING & NAPIER TARGET 2040 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 022	Common Collective Trust	—	—	$18.2M	7.3%
MANNING & NAPIER TARGET 2050 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 027	Common Collective Trust	—	—	$14.4M	5.8%
MANNING & NAPIER TARGET 2045 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 043	Common Collective Trust	—	—	$14.3M	5.8%
MANNING & NAPIER TARGET 2025 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 041	Common Collective Trust	—	—	$13.8M	5.6%
MANNING & NAPIER TARGET 2060 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 058	Common Collective Trust	—	—	$9.2M	3.7%
MANNING & NAPIER TARGET 2055 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 044	Common Collective Trust	—	—	$7.9M	3.2%
MANNING & NAPIER TARGET 2020 COL IN EXETER TRUST COMPANY · EIN 02-0476209 / PN 024	Common Collective Trust	—	—	$5.1M	2.0%
MANNING & NAPIER TARGET INCOME COL EXETER TRUST COMPANY · EIN 02-0476209 / PN 026	Common Collective Trust	—	—	$3.2M	1.3%
APPLE INC	—	—	$333K	$2.5M	1.0%
NVIDIA CORP	—	—	$70K	$2.1M	0.9%
MICROSOFT CORP	—	—	$335K	$2.0M	0.8%
AMAZON.COM INC	—	—	$285K	$1.3M	0.5%
META PLATFORMS INC	—	—	$143K	$832K	0.3%
TESLA INC	—	—	$435K	$735K	0.3%
ALPHABET INC-CL A	—	—	$123K	$721K	0.3%
BROADCOM INC	—	—	$104K	$706K	0.3%
ALPHABET INC-CL C	—	—	$96K	$591K	0.2%
BERKSHIRE HATH-B	—	—	$163K	$542K	0.2%
JPMORGAN CHASE & CO	—	—	$103K	$440K	0.2%
ELI LILLY & CO	—	—	$54K	$397K	0.2%
VISA INC-CLASS A SHARES	—	—	$86K	$356K	0.1%
EXXON MOBIL CORP	—	—	$178K	$308K	0.1%
UNITEDHEALTH GROUP INC	—	—	$69K	$303K	0.1%
MASTERCARD INC - A	—	—	$44K	$281K	0.1%
COSTCO WHOLESALE CORP	—	—	$41K	$265K	0.1%
PROCTER & GAMBLE CO/THE	—	—	$102K	$257K	0.1%
WALMART INC	—	—	$73K	$256K	0.1%
HOME DEPOT INC	—	—	$57K	$252K	0.1%
NETFLIX INC	—	—	$32K	$248K	<0.1%
JOHNSON & JOHNSON	—	—	$128K	$227K	<0.1%
SALESFORCE INC	—	—	$64K	$208K	<0.1%
ABBVIE INC	—	—	$66K	$205K	<0.1%
BANK OF AMERICA CORP	—	—	$104K	$191K	<0.1%
ORACLE CORP	—	—	$35K	$175K	<0.1%
MERCK & CO. INC.	—	—	$94K	$164K	<0.1%
CHEVRON CORP	—	—	$96K	$158K	<0.1%
COCA-COLA CO/THE	—	—	$87K	$157K	<0.1%
CISCO SYSTEMS INC	—	—	$67K	$154K	<0.1%
WELLS FARGO & CO	—	—	$83K	$152K	<0.1%
ACCENTURE PLC-CL A	—	—	$44K	$143K	<0.1%
SERVICENOW INC	—	—	$43K	$142K	<0.1%
PEPSICO INC	—	—	$68K	$136K	<0.1%
MCDONALD'S CORP	—	—	$38K	$135K	<0.1%
IBM	—	—	$72K	$133K	<0.1%
WALT DISNEY CO/THE	—	—	$82K	$131K	<0.1%
LINDE PLC	—	—	$56K	$130K	<0.1%
THERMO FISHER	—	—	$35K	$130K	<0.1%
ABBOTT LABORATORIES	—	—	$49K	$128K	<0.1%
ADVANCED MICRO DEVICES	—	—	$33K	$128K	<0.1%
ADOBE INC	—	—	$29K	$128K	<0.1%
PHILIP MORRIS IN	—	—	$56K	$122K	<0.1%
INTUITIVE SURGICAL INC	—	—	$21K	$121K	<0.1%
GE AEROSPACE	—	—	$102K	$118K	<0.1%
GOLDMAN SACHS GROUP INC	—	—	$32K	$117K	<0.1%
INTUIT INC	—	—	$26K	$115K	<0.1%
CATERPILLAR INC	—	—	$24K	$114K	<0.1%
TEXAS INSTRUMENTS INC	—	—	$33K	$112K	<0.1%
QUALCOMM INC	—	—	$40K	$111K	<0.1%
VERIZON COMMUNIC	—	—	$124K	$110K	<0.1%
AMERICAN EXPRESS CO	—	—	$21K	$108K	<0.1%
BOOKING HOLDINGS INC	—	—	$15K	$107K	<0.1%
AT&T INC	—	—	$110K	$107K	<0.1%
S&P GLOBAL INC	—	—	$27K	$103K	<0.1%
MORGAN STANLEY	—	—	$34K	$102K	<0.1%
PALANTIR TECHN-A	—	—	$51K	$101K	<0.1%
RTX CORPORATION	—	—	$36K	$100K	<0.1%
PFIZER INC	—	—	$116K	$98K	<0.1%
BLACKROCK INC	—	—	$38K	$97K	<0.1%
DANAHER CORP	—	—	$31K	$96K	<0.1%
NEXTERA ENERGY INC	—	—	$39K	$96K	<0.1%
HONEYWELL INTL	—	—	$31K	$96K	<0.1%
COMCAST CORP-CLASS A	—	—	$50K	$93K	<0.1%
PROGRESSIVE CORP	—	—	$14K	$92K	<0.1%
AMGEN INC	—	—	$36K	$91K	<0.1%
LOWE'S COS INC	—	—	$18K	$91K	<0.1%
UNION PACIFIC CORP	—	—	$23K	$90K	<0.1%
TJX COMPANIES INC	—	—	$15K	$89K	<0.1%
APPLIED MATERIALS INC	—	—	$17K	$87K	<0.1%
CITIGROUP INC	—	—	$99K	$87K	<0.1%
BOEING CO/THE	—	—	$61K	$86K	<0.1%
BOSTON SCIENTIFIC CORP	—	—	$22K	$86K	<0.1%
EATON CORP PLC	—	—	$17K	$86K	<0.1%
CONOCOPHILLIPS	—	—	$44K	$84K	<0.1%
UBER TECHNOLOGIES INC	—	—	$85K	$83K	<0.1%
BLACKSTONE INC	—	—	$54K	$81K	<0.1%
STRYKER CORP	—	—	$24K	$81K	<0.1%
AUTOMATIC DATA PROCESSING	—	—	$19K	$78K	<0.1%
PALO ALTO NETWORKS INC	—	—	$54K	$78K	<0.1%
FISERV INC	—	—	$23K	$76K	<0.1%
GILEAD SCIENCES INC	—	—	$28K	$75K	<0.1%
BRISTOL-MYERS SQUIBB CO	—	—	$65K	$75K	<0.1%
ARISTA NETWORKS INC	—	—	$15K	$74K	<0.1%
SCHWAB (CHARLES) CORP	—	—	$31K	$72K	<0.1%
DEERE & CO	—	—	$15K	$70K	<0.1%
T-MOBILE US INC	—	—	$31K	$70K	<0.1%
ANALOG DEVICES INC	—	—	$24K	$69K	<0.1%
MARSH & MCLENNAN COS	—	—	$19K	$68K	<0.1%
VERTEX PHARM	—	—	$21K	$68K	<0.1%
CHUBB LTD	—	—	$24K	$68K	<0.1%
STARBUCKS CORP	—	—	$22K	$67K	<0.1%
LOCKHEED MARTIN CORP	—	—	$20K	$67K	<0.1%
MEDTRONIC PLC	—	—	$66K	$67K	<0.1%
KKR & CO INC	—	—	$48K	$65K	<0.1%
PROLOGIS INC	—	—	$39K	$64K	<0.1%
MICRON TECHNOLOGY INC	—	—	$21K	$61K	<0.1%
LAM RESEARCH CORP	—	—	$9K	$61K	<0.1%
UNITED PARCEL-B	—	—	$44K	$60K	<0.1%
EQUINIX INC	—	—	$25K	$59K	<0.1%
GE VERNOVA INC	—	—	$27K	$59K	<0.1%
SOUTHERN CO/THE	—	—	$31K	$59K	<0.1%
NIKE INC -CL B	—	—	$27K	$59K	<0.1%
ALTRIA GROUP INC	—	—	$30K	$58K	<0.1%
INTEL CORP	—	—	$83K	$56K	<0.1%
AMERICAN TOWER CORP	—	—	$32K	$56K	<0.1%
PAYPAL HOLDINGS INC	—	—	$28K	$56K	<0.1%
INTERCONTINENTAL	—	—	$22K	$56K	<0.1%
ELEVANCE HEALTH INC	—	—	$19K	$56K	<0.1%
KLA CORP	—	—	$8K	$55K	<0.1%
AMPHENOL CORP-CL A	—	—	$9K	$55K	<0.1%
CME GROUP INC	—	—	$27K	$55K	<0.1%
DUKE ENERGY CORP	—	—	$35K	$54K	<0.1%
TRANE TECHNOLOGIES PLC	—	—	$7K	$54K	<0.1%
CADENCE DESIGN SYS INC	—	—	$10K	$54K	<0.1%
CHIPOTLE MEXICAN	—	—	$10K	$54K	<0.1%
PARKER HANNIFIN CORP	—	—	$8K	$53K	<0.1%
MONDELEZ INTER-A	—	—	$23K	$52K	<0.1%
CROWDSTRIKE HO-A	—	—	$58K	$52K	<0.1%
SHERWIN-WILLIAMS CO/THE	—	—	$11K	$51K	<0.1%
AON PLC-CLASS A	—	—	$15K	$51K	<0.1%
MOTOROLA SOLUTIONS INC	—	—	$10K	$50K	<0.1%
THE CIGNA GROUP	—	—	$20K	$50K	<0.1%
PNC FINANCIAL SE	—	—	$25K	$50K	<0.1%
REGENERON PHARMACEUTICALS	—	—	$28K	$49K	<0.1%
US BANCORP	—	—	$31K	$49K	<0.1%
SYNOPSYS INC	—	—	$11K	$49K	<0.1%
WELLTOWER INC	—	—	$27K	$49K	<0.1%
COLGATE-PALMOLIVE CO	—	—	$24K	$48K	<0.1%
APOLLO GLOBAL MA	—	—	$50K	$48K	<0.1%
MOODY'S CORP	—	—	$8K	$48K	<0.1%
WASTE MANAGEMENT INC	—	—	$12K	$48K	<0.1%
ZOETIS INC	—	—	$16K	$48K	<0.1%
MCKESSON CORP	—	—	$8K	$47K	<0.1%
TRANSDIGM GROUP INC	—	—	$14K	$46K	<0.1%
ARTHUR J GALLAGHER & CO	—	—	$17K	$46K	<0.1%
EMERSON ELECTRIC CO	—	—	$17K	$46K	<0.1%
3M CO	—	—	$29K	$46K	<0.1%
CONSTELLATION ENERGY	—	—	$8K	$46K	<0.1%
EOG RESOURCES INC	—	—	$20K	$45K	<0.1%
O'REILLY AUTOMOTIVE INC	—	—	$6K	$45K	<0.1%
ILLINOIS TOOL WORKS	—	—	$13K	$44K	<0.1%
CAPITAL ONE FINA	—	—	$16K	$44K	<0.1%
GENERAL DYNAMICS CORP	—	—	$20K	$44K	<0.1%
WILLIAMS COS INC	—	—	$23K	$43K	<0.1%
BECTON DICKINSON AND CO	—	—	$27K	$43K	<0.1%
AIR PRODS & CHEM	—	—	$16K	$42K	<0.1%
MARRIOTT INTL-A	—	—	$9K	$42K	<0.1%
NORTHROP GRUMMAN CORP	—	—	$11K	$42K	<0.1%
AUTODESK INC	—	—	$10K	$41K	<0.1%
FEDEX CORP	—	—	$15K	$41K	<0.1%
CINTAS CORP	—	—	$7K	$41K	<0.1%
TARGET CORP	—	—	$19K	$41K	<0.1%
HILTON WORLDWIDE	—	—	$12K	$39K	<0.1%
FORTINET INC	—	—	$9K	$39K	<0.1%
ECOLAB INC	—	—	$13K	$38K	<0.1%
ONEOK INC	—	—	$18K	$38K	<0.1%
GENERAL MOTORS CO	—	—	$27K	$38K	<0.1%
TRUIST FINANCIAL CORP	—	—	$31K	$38K	<0.1%
ROYAL CARIBBEAN	—	—	$14K	$37K	<0.1%
CARRIER GLOBAL CORP	—	—	$9K	$37K	<0.1%
AIRBNB INC-CLASS A	—	—	$40K	$37K	<0.1%
CVS HEALTH CORP	—	—	$43K	$37K	<0.1%
BANK NY MELLON	—	—	$19K	$36K	<0.1%
ROPER TECHNOLOGIES INC	—	—	$11K	$36K	<0.1%
SEMPRA	—	—	$18K	$36K	<0.1%
DIGITAL REALTY TRUST INC	—	—	$24K	$36K	<0.1%
WORKDAY INC-CLASS A	—	—	$38K	$36K	<0.1%
HCA HEALTHCARE INC	—	—	$11K	$36K	<0.1%
FREEPORT-MCMORAN INC	—	—	$20K	$36K	<0.1%
TRAVELERS COS INC/THE	—	—	$10K	$36K	<0.1%
PACCAR INC	—	—	$9K	$36K	<0.1%
SCHLUMBERGER LTD	—	—	$46K	$35K	<0.1%
AUTOZONE INC	—	—	$5K	$35K	<0.1%
NORFOLK SOUTHERN CORP	—	—	$10K	$35K	<0.1%
KINDER MORGAN INC	—	—	$39K	$35K	<0.1%
NXP SEMICONDUCTORS NV	—	—	$33K	$34K	<0.1%
SIMON PROPERTY GROUP INC	—	—	$20K	$34K	<0.1%
JOHNSON CONTROLS	—	—	$17K	$34K	<0.1%
AFLAC INC	—	—	$8K	$34K	<0.1%
AMERIPRISE FINANCIAL INC	—	—	$4K	$34K	<0.1%
ALLSTATE CORP	—	—	$10K	$33K	<0.1%
COPART INC	—	—	$10K	$33K	<0.1%
ROSS STORES INC	—	—	$7K	$33K	<0.1%
AMERICAN ELECTRIC POWER	—	—	$19K	$32K	<0.1%
FAIR ISAAC CORP	—	—	$11K	$32K	<0.1%
CUMMINS INC	—	—	$7K	$31K	<0.1%
METLIFE INC	—	—	$14K	$31K	<0.1%
PUBLIC STORAGE	—	—	$16K	$31K	<0.1%

Showing top 200 of 506 investments by value.