2023 Form 5500 filing — Ibew Local No. 117 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015081509NAL0015975363006) for Ibew Local No. 117 Pension Fund, reported by Trustees Of Ibew Local No. 117 Pension Fund under EIN 36-6474808 and plan number 001. It reports 926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081509NAL0015975363006
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local No. 117 Pension Fund
- EIN
- 36-6474808
- Plan number
- 001
- Location
- Crystal Lake, IL
- Participants
- 926
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,563,302
- Total liabilities (EOY)
- $407,951
- Net assets (EOY)
- $234,155,351
- Employer contributions
- $11,350,319
- Total income / additions
- $42,461,545
- Benefits paid
- $14,049,085
- Administrative expenses
- $703,776
- Total expenses
- $14,752,861
- Net increase / (decrease)
- $27,708,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa Investment Group | NONE | $105,000 | not reported in the loaded dataset |
| Ss&C Alps | NONE | $102,292 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $68,601 | not reported in the loaded dataset |
| Dolan, Mceniry Capital Management | NONE | $62,655 | not reported in the loaded dataset |
| Milliman | NONE | $46,945 | not reported in the loaded dataset |
| Greenburg Traurig, Llp | NONE | $46,522 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $37,422 | not reported in the loaded dataset |
| Eric J. Fernandez & Co. | NONE | $28,676 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp. | NONE | $25,725 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $22,500 | not reported in the loaded dataset |
| Tricon Housing Partners Us Ii Blp | NONE | $18,810 | not reported in the loaded dataset |
| Richard J. Wolf And Co. | NONE | $8,098 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $4,602 | $0 |
| Prudential (Jennison Associates) | NONE | $0 | $0 |