2023 Form 5500 filing — International Brotherhood Of Electrical Workers District No.9 Pension Plan
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 20250115195507NAL0044463202001) for International Brotherhood Of Electrical Workers District No.9 Pension Plan, reported by Board Of Trustees, International Brotherhood Of under EIN 93-6074829 and plan number 001. It reports 30,494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115195507NAL0044463202001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, International Brotherhood Of
- EIN
- 93-6074829
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 30,494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,338,151,300
- Total liabilities (EOY)
- $1,374,487
- Net assets (EOY)
- $2,336,776,813
- Employer contributions
- $124,922,273
- Total income / additions
- $487,761,646
- Benefits paid
- $88,781,295
- Administrative expenses
- $1,736,363
- Total expenses
- $90,517,658
- Net increase / (decrease)
- $397,243,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joseph H. Herrle & Associates | NONE | $936,722 | not reported in the loaded dataset |
| Principal Life Insurance Co. | NONE | $113,871 | $0 |
| Alan Biller & Associates | NONE | $92,249 | not reported in the loaded dataset |
| Withum Smith And Brown | NONE | $69,865 | not reported in the loaded dataset |
| Brownstein Rask Llp | NONE | $48,893 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $47,358 | not reported in the loaded dataset |
| Ibew Local 234 H&W Plan | NONE | $42,599 | not reported in the loaded dataset |
| Oregon-Columbia Chapter Neca | NONE | $29,863 | not reported in the loaded dataset |
| Barlow Coughran Morales & Josephson | NONE | $9,856 | not reported in the loaded dataset |
| Wells Fargo Bank | NONE | $9,607 | not reported in the loaded dataset |
| Harrison Electrical Wkrs Health Tr | NONE | $8,852 | not reported in the loaded dataset |
| Bridgetown Printing | NONE | $8,219 | not reported in the loaded dataset |