Electrical Contractors Association And Local Union 134 Ibew Joint Pension Trust Of Chicago — Form 5500 plan (Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst)
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, Electrical Contractors Association And Local Union 134 Ibew Joint Pension Trust Of Chicago is a benefit plan reported by Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst under EIN 51-6030753 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,585,008,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst
- EIN
- 51-6030753
- Plan number
- 001
- Plan type
- 4
- Location
- Alsip, IL
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $2,585,008,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20250128091320NAL0014262785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,585,008,795
- Total liabilities (EOY)
- $181,660,211
- Net assets (EOY)
- $2,403,348,584
- Net assets (BOY)
- $2,217,876,590
Income & contributions
- Total income / additions
- $193,874,662
Expenses & distributions
- Administrative expenses
- $3,196,313
- Total expenses
- $3,196,313
- Net increase / (decrease)
- $190,678,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $1,080,527 | not reported in the loaded dataset | 2023 |
| Asb Capital Management, LLC | NONE | $709,313 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $287,758 | $0 | 2023 |
| State Street Global Advisor Trust | NONE | $56,523 | $0 | 2023 |
| Pacific Investment Management Co | NONE | $33,338 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Alsip, IL
- Ullico Investment Advisors Inc. — Schedule C compensation
- Asb Capital Management, LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation