2023 Form 5500 filing — Local Union No. 9 I.B.E.W. And Outside Contractors Health & Welfare
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 20250722124038NAL0001226579002) for Local Union No. 9 I.B.E.W. And Outside Contractors Health & Welfare, reported by Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare under EIN 36-2261990 and plan number 501. It reports 1,302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722124038NAL0001226579002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare
- EIN
- 36-2261990
- Plan number
- 501
- Location
- Tinley Park, IL
- Participants
- 1,302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $230,270,717
- Total liabilities (EOY)
- $2,324,182
- Net assets (EOY)
- $227,946,535
- Employer contributions
- $34,297,533
- Participant contributions
- $403,282
- Total income / additions
- $66,331,315
- Benefits paid
- $31,930,940
- Administrative expenses
- $1,589,488
- Total expenses
- $33,520,428
- Net increase / (decrease)
- $32,810,887
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $791,588 | not reported in the loaded dataset |
| Benesys Inc | NONE | $596,568 | not reported in the loaded dataset |
| Case Management Specialists | NONE | $260,389 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $174,999 | not reported in the loaded dataset |
| Invesco | NONE | $162,116 | $0 |
| Newtower Management LLC | NONE | $138,244 | not reported in the loaded dataset |
| The Segal Company | NONE | $124,116 | not reported in the loaded dataset |
| Sav-Rx | NONE | $93,561 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $73,651 | not reported in the loaded dataset |
| Bny Mellon | NONE | $55,405 | $0 |
| National Investment Services | NONE | $47,136 | $0 |
| Comerica | NONE | $40,828 | $0 |
| Dental Network Of America | NONE | $37,895 | not reported in the loaded dataset |
| Loomis, Sayles & Company | EMPLOYEE | $34,007 | not reported in the loaded dataset |
| Employee Resource Systems, Inc. | NONE | $25,659 | not reported in the loaded dataset |
| Marquette Advisors | NONE | $23,750 | not reported in the loaded dataset |
| Western Asset | NONE | $21,653 | not reported in the loaded dataset |
| Georges And Synowiecki, Ltd. | NONE | $19,469 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $18,704 | not reported in the loaded dataset |
| Us Bank | NONE | $13,438 | not reported in the loaded dataset |
| Medical Review Institute Of America | NONE | $9,256 | not reported in the loaded dataset |