Ibew Local No. 9 And Line Clearance Contractors Health & Welfare Fund — Form 5500 plan (Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund)
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, Ibew Local No. 9 And Line Clearance Contractors Health & Welfare Fund is a benefit plan reported by Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund under EIN 36-3332983 and plan number 501. The latest loaded filing year is 2023. The filing reports 902 participants and $42,598,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund
- EIN
- 36-3332983
- Plan number
- 501
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 902
- End-of-year plan assets
- $42,598,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 902 | H, C | 20250308172423NAL0008302115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,598,355
- Total liabilities (EOY)
- $736,651
- Net assets (EOY)
- $41,861,704
- Net assets (BOY)
- $40,384,046
Income & contributions
- Employer contributions
- $12,632,593
- Participant contributions
- $24,329
- Total contributions
- $12,656,922
- Total income / additions
- $15,790,710
Expenses & distributions
- Benefits paid
- $14,021,107
- Administrative expenses
- $291,945
- Total expenses
- $14,313,052
- Net increase / (decrease)
- $1,477,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $524,816 | $0 | 2023 |
| The Segal Company (Midwest), Inc | NONE | $78,923 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $64,419 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $34,139 | not reported in the loaded dataset | 2023 |
| Meketa Investment Group, Inc | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $26,400 | not reported in the loaded dataset | 2023 |
| Employee Resource Systems, Inc | NONE | $20,326 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $19,138 | not reported in the loaded dataset | 2023 |
| Tic Midwest Admin Solutions | NONE | $16,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local No. 9 & Line Clearance Contractors H & W Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Blue Cross Blue Shield — Schedule C compensation
- The Segal Company (Midwest), Inc — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Meketa Investment Group, Inc — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Employee Resource Systems, Inc — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- Tic Midwest Admin Solutions — Schedule C compensation