2023 Form 5500 filing — Ibew Local 43 & Electrical Contractors Pension Fund
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 20250220143234NAL0008903168001) for Ibew Local 43 & Electrical Contractors Pension Fund, reported by Ibew Local 43 & Electrical Contractors Pension Fund under EIN 16-6153389 and plan number 001. It reports 1,935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220143234NAL0008903168001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew Local 43 & Electrical Contractors Pension Fund
- EIN
- 16-6153389
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 1,935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,695,193
- Total liabilities (EOY)
- $475,854
- Net assets (EOY)
- $245,219,339
- Employer contributions
- $16,232,684
- Total income / additions
- $35,701,297
- Benefits paid
- $13,320,072
- Administrative expenses
- $1,470,417
- Total expenses
- $14,790,489
- Net increase / (decrease)
- $20,910,808
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier | NONE | $147,300 | $0 |
| Ullico Investment Advisors Inc | NONE | $128,288 | not reported in the loaded dataset |
| Joseph W. Mccarthy And Associates | NONE | $105,368 | not reported in the loaded dataset |
| Stacy Braun Associates | NONE | $100,685 | $0 |
| Marco Consulting Group, Inc | NONE | $86,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $80,500 | not reported in the loaded dataset |
| Mesirow Financial | NONE | $76,624 | not reported in the loaded dataset |
| National Real Estate Advisors | NONE | $71,347 | not reported in the loaded dataset |
| Blitman & King | NONE | $67,139 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $57,303 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $45,535 | not reported in the loaded dataset |
| Loomis Sayles Trust Co. | NONE | $27,180 | not reported in the loaded dataset |
| Us Bank | NONE | $18,438 | $0 |
| Crescent Capital High Income Fund B | NONE | $14,659 | not reported in the loaded dataset |