2023 Form 5500 filing — Ibew Local 143 Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010111709NAL0009941443003) for Ibew Local 143 Annuity Plan, reported by Ibew 143 Benefit Funds-Annuity Fund under EIN 23-2520680 and plan number 002. It reports 499 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111709NAL0009941443003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 143 Benefit Funds-Annuity Fund
- EIN
- 23-2520680
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 499
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,358,776
- Total liabilities (EOY)
- $151,119
- Net assets (EOY)
- $61,207,657
- Employer contributions
- $4,260,109
- Total income / additions
- $13,366,421
- Benefits paid
- $2,810,383
- Administrative expenses
- $165,478
- Total expenses
- $2,975,861
- Net increase / (decrease)
- $10,390,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D H Evans Tpa LLC Dba Path Admin | NONE | $119,520 | not reported in the loaded dataset |
| Packer Thomas | NONE | $12,392 | not reported in the loaded dataset |
| Morningstar | NONE | $0 | $9,095 |
| Willig, Williams & Davidson | NONE | $7,420 | not reported in the loaded dataset |