Ibew Local 143 Annuity Plan — Form 5500 plan (Ibew 143 Benefit Funds-Annuity 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 143 Annuity Plan is a benefit plan reported by Ibew 143 Benefit Funds-Annuity Fund under EIN 23-2520680 and plan number 002. The latest loaded filing year is 2023. The filing reports 499 participants and $61,358,776 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 143 Benefit Funds-Annuity Fund
- EIN
- 23-2520680
- Plan number
- 002
- Plan type
- 1
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $61,358,776
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241010111709NAL0009941443003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,358,776
- Total liabilities (EOY)
- $151,119
- Net assets (EOY)
- $61,207,657
- Net assets (BOY)
- $50,817,097
Income & contributions
- Employer contributions
- $4,260,109
- Total contributions
- $4,956,844
- Total income / additions
- $13,366,421
Expenses & distributions
- Benefits paid
- $2,810,383
- Administrative expenses
- $165,478
- Total expenses
- $2,975,861
- Net increase / (decrease)
- $10,390,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D H Evans Tpa LLC Dba Path Admin | NONE | $119,520 | not reported in the loaded dataset | 2023 |
| Packer Thomas | NONE | $12,392 | not reported in the loaded dataset | 2023 |
| Morningstar | NONE | $0 | $9,095 | 2023 |
| Willig, Williams & Davidson | NONE | $7,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 143 Benefit Funds-Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- D H Evans Tpa LLC Dba Path Admin — Schedule C compensation
- Packer Thomas — Schedule C compensation
- Morningstar — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation