Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2 — Form 5500 plan (Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan)

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 Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2 is a benefit plan reported by Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan under EIN 51-6030753 and plan number 002. The latest loaded filing year is 2023. The filing reports 19,738 participants and $2,425,925,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan
EIN
51-6030753
Plan number
002
Plan type
1
Location
Alsip, IL
Latest filing year
2023
Participants
19,738
End-of-year plan assets
$2,425,925,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319,738H, C20250325094825NAL0010101251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,425,925,939
Net assets (EOY)
$2,425,925,939
Net assets (BOY)
$2,241,466,949

Income & contributions

Employer contributions
$130,933,062
Total contributions
$130,933,062
Total income / additions
$322,981,325

Expenses & distributions

Benefits paid
$129,571,289
Administrative expenses
$8,951,046
Total expenses
$138,522,335
Net increase / (decrease)
$184,458,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Electrical Insurance TrusteesCOMMON TRUSTEES$2,352,000not reported in the loaded dataset2023
Lsv Asset ManagementNONE$1,381,139not reported in the loaded dataset2023
National Investment Services, IncNONE$673,835not reported in the loaded dataset2023
Wellington Trust CoNONE$647,649not reported in the loaded dataset2023
50 South CapitalNONE$646,982not reported in the loaded dataset2023
Pacific Investment Management Co.NONE$598,321$02023
J.P. Morgan Investment ManagementNONE$570,395$02023
Baillie Gifford Overseas Ltd.NONE$542,114$02023
Earnest Partners, LLCNONE$432,517$02023
Neuberger BermanNONE$383,161$02023
Northern Trust CompanyNONE$25,844not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$0$18,1362023

Related Form 5500 pages