2023 Form 5500 filing — Ibew Local Union No. 9 And Line Clearance Contract 401(K) Retirement 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 20250308175436NAL0013791569001) for Ibew Local Union No. 9 And Line Clearance Contract 401(K) Retirement Fund, reported by Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401( under EIN 36-6519755 and plan number 002. It reports 1,976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250308175436NAL0013791569001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401(
- EIN
- 36-6519755
- Plan number
- 002
- Location
- Lansing, MI
- Participants
- 1,976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,151,853
- Total liabilities (EOY)
- $73,376
- Net assets (EOY)
- $130,078,477
- Employer contributions
- $9,832,908
- Participant contributions
- $467,743
- Total income / additions
- $24,644,798
- Benefits paid
- $9,853,410
- Administrative expenses
- $590,099
- Total expenses
- $10,443,509
- Net increase / (decrease)
- $14,201,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $318,308 | $0 |
| Meketa Investment Group | NONE | $71,000 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $46,070 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $29,400 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $25,283 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $23,782 | not reported in the loaded dataset |
| Tic Midwest Admin Solutions | NONE | $5,298 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,049 | $0 |