Local Union No. 9 I.B.E.W. And Outside Contractors Health & Welfare — Form 5500 plan (Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare)
Plain-English plan 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, Local Union No. 9 I.B.E.W. And Outside Contractors Health & Welfare is a benefit plan reported by Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare under EIN 36-2261990 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,302 participants and $230,270,717 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare
- EIN
- 36-2261990
- Plan number
- 501
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 1,302
- End-of-year plan assets
- $230,270,717
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,302 | H, C | 20250722124038NAL0001226579002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $230,270,717
- Total liabilities (EOY)
- $2,324,182
- Net assets (EOY)
- $227,946,535
- Net assets (BOY)
- $195,135,648
Income & contributions
- Employer contributions
- $34,297,533
- Participant contributions
- $403,282
- Total contributions
- $34,700,815
- Total income / additions
- $66,331,315
Expenses & distributions
- Benefits paid
- $31,930,940
- Administrative expenses
- $1,589,488
- Total expenses
- $33,520,428
- Net increase / (decrease)
- $32,810,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $791,588 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $596,568 | not reported in the loaded dataset | 2023 |
| Case Management Specialists | NONE | $260,389 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE | $174,999 | not reported in the loaded dataset | 2023 |
| Invesco | NONE | $162,116 | $0 | 2023 |
| Newtower Management LLC | NONE | $138,244 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $124,116 | not reported in the loaded dataset | 2023 |
| Sav-Rx | NONE | $93,561 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $73,651 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $55,405 | $0 | 2023 |
| National Investment Services | NONE | $47,136 | $0 | 2023 |
| Comerica | NONE | $40,828 | $0 | 2023 |
| Dental Network Of America | NONE | $37,895 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company | EMPLOYEE | $34,007 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems, Inc. | NONE | $25,659 | not reported in the loaded dataset | 2023 |
| Marquette Advisors | NONE | $23,750 | not reported in the loaded dataset | 2023 |
| Western Asset | NONE | $21,653 | not reported in the loaded dataset | 2023 |
| Georges And Synowiecki, Ltd. | NONE | $19,469 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $18,704 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $13,438 | not reported in the loaded dataset | 2023 |
| Medical Review Institute Of America | NONE | $9,256 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew & Outside Contractors Local 9 Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Blue Cross Blue Shield — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Case Management Specialists — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation
- Invesco — Schedule C compensation
- Newtower Management LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Sav-Rx — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Bny Mellon — Schedule C compensation
- National Investment Services — Schedule C compensation
- Comerica — Schedule C compensation
- Dental Network Of America — Schedule C compensation
- Loomis, Sayles & Company — Schedule C compensation
- Employee Resource Systems, Inc. — Schedule C compensation
- Marquette Advisors — Schedule C compensation
- Western Asset — Schedule C compensation
- Georges And Synowiecki, Ltd. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Us Bank — Schedule C compensation
- Medical Review Institute Of America — Schedule C compensation