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
- Plan Number: 001
- 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 | $183,174 | — | $183,174 |
| D H EVANS TPA DBA PATH ADMIN | Other Service Provider | $181,200 | — | $181,200 |
| ASB CAPITAL MGMT LLC | Other Service Provider | $49,589 | — | $49,589 |
| COWDEN ASSOCIATES | Other Service Provider | $35,800 | — | $35,800 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $25,130 | — | $25,130 |
| M & T INV (WILMINGTON TRUST) | Recordkeeper | $24,636 | — | $24,636 |
| PACKER THOMAS | Auditor | $13,292 | — | $13,292 |
| FOX ROTHSCHILD LLP | Other Service Provider | $5,300 | — | $5,300 |
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
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $518,121
- Estimated Expense Ratio: 0.692% 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 |