2023 Form 5500 filing — Ibew Local 701 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 20250205100229NAL0009656657002) for Ibew Local 701 Pension Fund, reported by Board Of Trustees, 701 Pension Fund under EIN 36-6455509 and plan number 001. It reports 2,741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205100229NAL0009656657002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, 701 Pension Fund
- EIN
- 36-6455509
- Plan number
- 001
- Location
- Warrenville, IL
- Participants
- 2,741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $486,706,873
- Total liabilities (EOY)
- $249,580
- Net assets (EOY)
- $486,457,293
- Employer contributions
- $34,028,150
- Total income / additions
- $93,073,278
- Benefits paid
- $33,508,624
- Administrative expenses
- $1,677,516
- Total expenses
- $35,186,140
- Net increase / (decrease)
- $57,887,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| J.P. Morgan Investment Management I | NONE | $194,567 | $0 |
| Abm Janitorial Services | NONE | $168,596 | not reported in the loaded dataset |
| Terry Musto | EMPLOYEE | $121,662 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $115,440 | $0 |
| State Street Global Advisors | NONE | $105,712 | $0 |
| Brian Benson | EMPLOYEE | $103,571 | not reported in the loaded dataset |
| The Segal Company (Midwest) Inc. | NONE | $82,299 | not reported in the loaded dataset |
| National Investment Services | NONE | $79,287 | not reported in the loaded dataset |
| Fidelity Institutional Asset Mgmt | NONE | $78,521 | $0 |
| Bridgeway Benefit Technologies | NONE | $60,443 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $47,594 | $0 |
| Marquette And Associates | NONE | $46,020 | not reported in the loaded dataset |
| Sarah Garlinger | EMPLOYEE | $43,577 | not reported in the loaded dataset |
| Diana Sabal | EMPLOYEE | $43,401 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $41,717 | $0 |
| Cheryl Martinez | EMPLOYEE | $40,195 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | NONE | $32,385 | $0 |
| Calibre Cpa Group, Pllc | NONE | $31,750 | not reported in the loaded dataset |
| Arnold & Kadjan | NONE | $28,779 | not reported in the loaded dataset |
| Legacy Profssionals Llp | NONE | $25,325 | not reported in the loaded dataset |
| Lasalle Consulting Partners | NONE | $21,680 | not reported in the loaded dataset |
| Richard J. Wolf & Co. | NONE | $17,294 | not reported in the loaded dataset |
| Eric J. Fernandez & Co | NONE | $9,913 | not reported in the loaded dataset |
| Hunt Insurance Agency, Inc. | NONE | $0 | $9,484 |
| Foster & Foster Inc | NONE | $7,702 | not reported in the loaded dataset |