Ibew Local No. 117 Pension Fund — Form 5500 plan (Trustees Of Ibew Local No. 117 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 No. 117 Pension Fund is a benefit plan reported by Trustees Of Ibew Local No. 117 Pension Fund under EIN 36-6474808 and plan number 001. The latest loaded filing year is 2023. The filing reports 926 participants and $234,563,302 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local No. 117 Pension Fund
- EIN
- 36-6474808
- Plan number
- 001
- Plan type
- 1
- Location
- Crystal Lake, IL
- Latest filing year
- 2023
- Participants
- 926
- End-of-year plan assets
- $234,563,302
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 926 | H, C | 20241015081509NAL0015975363006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,563,302
- Total liabilities (EOY)
- $407,951
- Net assets (EOY)
- $234,155,351
- Net assets (BOY)
- $206,446,667
Income & contributions
- Employer contributions
- $11,350,319
- Total contributions
- $11,350,319
- Total income / additions
- $42,461,545
Expenses & distributions
- Benefits paid
- $14,049,085
- Administrative expenses
- $703,776
- Total expenses
- $14,752,861
- Net increase / (decrease)
- $27,708,684
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa Investment Group | NONE | $105,000 | not reported in the loaded dataset | 2023 |
| Ss&C Alps | NONE | $102,292 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $68,601 | not reported in the loaded dataset | 2023 |
| Dolan, Mceniry Capital Management | NONE | $62,655 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $46,945 | not reported in the loaded dataset | 2023 |
| Greenburg Traurig, Llp | NONE | $46,522 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $37,422 | not reported in the loaded dataset | 2023 |
| Eric J. Fernandez & Co. | NONE | $28,676 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corp. | NONE | $25,725 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Tricon Housing Partners Us Ii Blp | NONE | $18,810 | not reported in the loaded dataset | 2023 |
| Richard J. Wolf And Co. | NONE | $8,098 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $4,602 | $0 | 2023 |
| Prudential (Jennison Associates) | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local No. 117 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Crystal Lake, IL
- Meketa Investment Group — Schedule C compensation
- Ss&C Alps — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Dolan, Mceniry Capital Management — Schedule C compensation
- Milliman — Schedule C compensation
- Greenburg Traurig, Llp — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Eric J. Fernandez & Co. — Schedule C compensation
- Pension Benefit Guaranty Corp. — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Tricon Housing Partners Us Ii Blp — Schedule C compensation
- Richard J. Wolf And Co. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Prudential (Jennison Associates) — Schedule C compensation