Plan Snapshot
- Plan Sponsor: Ibew Local 143 Health & Welfare Fund
- Sponsor EIN: 236537047
- Sponsor Address: P O BOX 6480, HARRISBURG, PA, 17112
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 411
- Total Assets: $17.2M
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. |
|---|---|---|---|---|
| 2024 | 411 | $17.2M | $8.3M | $676,841 |
| 2023 | 372 | $16.1M | $9.0M | $739,879 |
| 2022 | 356 | $14.5M | $6.8M | $747,790 |
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 |
|---|---|---|---|---|
| D H EVANS TPA LLC DBA PATH ADMIN | Other Service Provider | $294,179 | — | $294,179 |
| MERITAIN HEALTH | Other Service Provider | $111,216 | — | $111,216 |
| BENECARD | Other Service Provider | $75,598 | — | $75,598 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $69,417 | — | $69,417 |
| PACKER THOMAS | Auditor | $20,172 | — | $20,172 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $18,750 | — | $18,750 |
| UNITED CONCORDIA | Other Service Provider | $13,118 | — | $13,118 |
| PFM ADVISORS | Other Service Provider | $9,064 | — | $9,064 |
| SAV-RX | Other Service Provider | $9,039 | — | $9,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
- PACKER THOMAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $620,553
- Estimated Expense Ratio: 3.605% 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 |
|---|---|---|---|---|---|
| 2024 | $664,256 | $32,606 | $405,395 | $20,172 | — |
| 2023 | $599,312 | $39,232 | $375,859 | $15,392 | — |
| 2022 | $636,044 | $39,555 | $370,760 | — | $191,045 |