Ibew Local 43 & Electrical Contractors Pension Fund — Form 5500 plan (Ibew Local 43 & Electrical Contractors Pension Fund)
Plain-English plan 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, Ibew Local 43 & Electrical Contractors Pension Fund is a benefit plan reported by Ibew Local 43 & Electrical Contractors Pension Fund under EIN 16-6153389 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,935 participants and $245,695,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew Local 43 & Electrical Contractors Pension Fund
- EIN
- 16-6153389
- Plan number
- 001
- Plan type
- 1
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 1,935
- End-of-year plan assets
- $245,695,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,935 | H, C | 20250220143234NAL0008903168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $245,695,193
- Total liabilities (EOY)
- $475,854
- Net assets (EOY)
- $245,219,339
- Net assets (BOY)
- $224,308,531
Income & contributions
- Employer contributions
- $16,232,684
- Total contributions
- $16,887,223
- Total income / additions
- $35,701,297
Expenses & distributions
- Benefits paid
- $13,320,072
- Administrative expenses
- $1,470,417
- Total expenses
- $14,790,489
- Net increase / (decrease)
- $20,910,808
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | NONE | $147,300 | $0 | 2023 |
| Ullico Investment Advisors Inc | NONE | $128,288 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy And Associates | NONE | $105,368 | not reported in the loaded dataset | 2023 |
| Stacy Braun Associates | NONE | $100,685 | $0 | 2023 |
| Marco Consulting Group, Inc | NONE | $86,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $80,500 | not reported in the loaded dataset | 2023 |
| Mesirow Financial | NONE | $76,624 | not reported in the loaded dataset | 2023 |
| National Real Estate Advisors | NONE | $71,347 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $67,139 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $57,303 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $45,535 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Co. | NONE | $27,180 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $18,438 | $0 | 2023 |
| Crescent Capital High Income Fund B | NONE | $14,659 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew Local 43 & Electrical Contractors Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Manning & Napier — Schedule C compensation
- Ullico Investment Advisors Inc — Schedule C compensation
- Joseph W. Mccarthy And Associates — Schedule C compensation
- Stacy Braun Associates — Schedule C compensation
- Marco Consulting Group, Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mesirow Financial — Schedule C compensation
- National Real Estate Advisors — Schedule C compensation
- Blitman & King — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Loomis Sayles Trust Co. — Schedule C compensation
- Us Bank — Schedule C compensation
- Crescent Capital High Income Fund B — Schedule C compensation