Ibew Local 701 Pension Fund — Form 5500 plan (Board Of Trustees, 701 Pension 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 701 Pension Fund is a benefit plan reported by Board Of Trustees, 701 Pension Fund under EIN 36-6455509 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,741 participants and $486,706,873 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, 701 Pension Fund
- EIN
- 36-6455509
- Plan number
- 001
- Plan type
- 1
- Location
- Warrenville, IL
- Latest filing year
- 2023
- Participants
- 2,741
- End-of-year plan assets
- $486,706,873
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,741 | H, C | 20250205100229NAL0009656657002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $486,706,873
- Total liabilities (EOY)
- $249,580
- Net assets (EOY)
- $486,457,293
- Net assets (BOY)
- $428,570,155
Income & contributions
- Employer contributions
- $34,028,150
- Total contributions
- $34,028,150
- Total income / additions
- $93,073,278
Expenses & distributions
- Benefits paid
- $33,508,624
- Administrative expenses
- $1,677,516
- Total expenses
- $35,186,140
- Net increase / (decrease)
- $57,887,138
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J.P. Morgan Investment Management I | NONE | $194,567 | $0 | 2023 |
| Abm Janitorial Services | NONE | $168,596 | not reported in the loaded dataset | 2023 |
| Terry Musto | EMPLOYEE | $121,662 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $115,440 | $0 | 2023 |
| State Street Global Advisors | NONE | $105,712 | $0 | 2023 |
| Brian Benson | EMPLOYEE | $103,571 | not reported in the loaded dataset | 2023 |
| The Segal Company (Midwest) Inc. | NONE | $82,299 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $79,287 | not reported in the loaded dataset | 2023 |
| Fidelity Institutional Asset Mgmt | NONE | $78,521 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $60,443 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $47,594 | $0 | 2023 |
| Marquette And Associates | NONE | $46,020 | not reported in the loaded dataset | 2023 |
| Sarah Garlinger | EMPLOYEE | $43,577 | not reported in the loaded dataset | 2023 |
| Diana Sabal | EMPLOYEE | $43,401 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $41,717 | $0 | 2023 |
| Cheryl Martinez | EMPLOYEE | $40,195 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | NONE | $32,385 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $31,750 | not reported in the loaded dataset | 2023 |
| Arnold & Kadjan | NONE | $28,779 | not reported in the loaded dataset | 2023 |
| Legacy Profssionals Llp | NONE | $25,325 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners | NONE | $21,680 | not reported in the loaded dataset | 2023 |
| Richard J. Wolf & Co. | NONE | $17,294 | not reported in the loaded dataset | 2023 |
| Eric J. Fernandez & Co | NONE | $9,913 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency, Inc. | NONE | $0 | $9,484 | 2023 |
| Foster & Foster Inc | NONE | $7,702 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, 701 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Warrenville, IL
- J.P. Morgan Investment Management I — Schedule C compensation
- Abm Janitorial Services — Schedule C compensation
- Terry Musto — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Brian Benson — Schedule C compensation
- The Segal Company (Midwest) Inc. — Schedule C compensation
- National Investment Services — Schedule C compensation
- Fidelity Institutional Asset Mgmt — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Marquette And Associates — Schedule C compensation
- Sarah Garlinger — Schedule C compensation
- Diana Sabal — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Cheryl Martinez — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Arnold & Kadjan — Schedule C compensation
- Legacy Profssionals Llp — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation
- Richard J. Wolf & Co. — Schedule C compensation
- Eric J. Fernandez & Co — Schedule C compensation
- Hunt Insurance Agency, Inc. — Schedule C compensation
- Foster & Foster Inc — Schedule C compensation