Plan Snapshot
- Plan Sponsor: Ibew 143 Benefit Funds - Pension Fund
- Sponsor EIN: 236537047
- Sponsor Address: P O BOX 6480, HARRISBURG, PA, 171120480
- Plan Type: DB
- Total Participants: 354
- Total Assets: $74.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 354 | $74.9M | $6.9M | $0 |
| 2022 | 356 | $68.7M | $5.1M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PFM ADVISORS | Other Service Provider | $366,348 | — | $366,348 |
| D H EVANS TPA DBA PATH ADMIN | Other Service Provider | $362,400 | — | $362,400 |
| ASB CAPITAL MGMT LLC | Other Service Provider | $99,178 | — | $99,178 |
| COWDEN ASSOCIATES | Other Service Provider | $71,600 | — | $71,600 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $50,260 | — | $50,260 |
| M & T INV (WILMINGTON TRUST) | Recordkeeper | $49,272 | — | $49,272 |
| PACKER THOMAS | Auditor | $26,584 | — | $26,584 |
| FOX ROTHSCHILD LLP | ERISA Attorney | $10,600 | — | $10,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- M & T INV (WILMINGTON TRUST) — Recordkeeper
- PACKER THOMAS — Auditor
- FOX ROTHSCHILD LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,036,242
- Estimated Expense Ratio: 1.383% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $580,847 | $257,399 | $181,200 | $13,292 | — |
| 2022 | $567,960 | $265,982 | $181,200 | — | $66,539 |