2023 Form 5500 filing — Local Union No. 9 I.B.E.W. And Outside Contractors 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 20250722124039NAL0006947314001) for Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund, reported by Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu under EIN 51-6077720 and plan number 001. It reports 2,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722124039NAL0006947314001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu
- EIN
- 51-6077720
- Plan number
- 001
- Location
- Tinley Park, IL
- Participants
- 2,062
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,728,214
- Total liabilities (EOY)
- $1,117,679
- Net assets (EOY)
- $374,610,535
- Employer contributions
- $15,549,590
- Total income / additions
- $72,628,854
- Benefits paid
- $13,294,179
- Administrative expenses
- $1,274,943
- Total expenses
- $14,569,122
- Net increase / (decrease)
- $58,059,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | NONE | $174,669 | not reported in the loaded dataset |
| Benesys Inc | NONE | $165,642 | not reported in the loaded dataset |
| Bentallgreenoak | NONE | $151,039 | $0 |
| Acadian Asset Management | NONE | $124,051 | not reported in the loaded dataset |
| Gw&K Investment Management | NONE | $118,870 | not reported in the loaded dataset |
| Loomis Sayles & Company | NONE | $79,151 | $0 |
| Marquette Associates | NONE | $76,000 | not reported in the loaded dataset |
| Segal Consulting | NONE | $69,996 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $57,547 | not reported in the loaded dataset |
| Comerica Bank | NONE | $42,237 | $0 |
| National Investment Services | NONE | $41,521 | not reported in the loaded dataset |
| Georges And Synoweicki | NONE | $20,975 | not reported in the loaded dataset |
| Us Bank | NONE | $18,502 | not reported in the loaded dataset |