# Ibew Local 43 & Electrical Contractors Pension Fund DB Plan
Source: https://planprovider.pro/companies/ibew-local-43-electrical-contractors-pension-fund-166153389-001

> Ibew Local 43 & Electrical Contractors Pension Fund's DB plan: 925 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 43 & Electrical Contractors Pension Fund

- **Sponsor EIN:** 166153389

- **Sponsor Address:** PO BOX 2218, SYRACUSE, NY, 132202218

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 925

- **Total Assets:** $271.4M

## 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|925|$271.4M|$17.5M|$0|

| 2023|893|$245.7M|$16.2M|$0|

| 2022|860|$224.6M|$15.9M|$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|

| MANNING & NAPIER ADVISORS LLC|Recordkeeper|$165,042|—|$165,042|

| ULLICO INVESTMENT ADVISORS INC|Other Service Provider|$131,500|—|$131,500|

| THE SEGAL COMPANY|Other Service Provider|$116,984|—|$116,984|

| JOSEPH W. MCCARTHY AND ASSOCIATES|Other Service Provider|$107,399|—|$107,399|

| STACY BRAUN ASSOCIATES|Other Service Provider|$107,157|—|$107,157|

| MESIROW FINANCIAL|Other Service Provider|$72,294|—|$72,294|

| NATIONAL REAL ESTATE ADVISORS|Other Service Provider|$68,034|—|$68,034|

| BLITMAN & KING|Other Service Provider|$63,445|—|$63,445|

| MARCO CONSULTING GROUP, INC|Other Service Provider|$55,000|—|$55,000|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$50,811|—|$50,811|

| BONADIO & CO., LLP|Auditor|$45,600|—|$45,600|

| LOOMIS SAYLES TRUST CO.|Other Service Provider|$19,892|—|$19,892|

| US BANK|Recordkeeper|$17,465|—|$17,465|

| CRESCENT CAPITAL HIGH INCOME FUND B|Other Service Provider|$14,199|—|$14,199|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MANNING & NAPIER ADVISORS LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,034,822

- **Estimated Expense Ratio:** 0.381% 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|$1,495,858|$649,795|—|$45,600|—|

| 2023|$1,470,417|$679,481|—|$45,535|—|

| 2022|$1,381,693|$692,818|—|—|$242,930|

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