Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund — Form 5500 plan (Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu)
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, Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund is a benefit plan reported by Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu under EIN 51-6077720 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,062 participants and $375,728,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu
- EIN
- 51-6077720
- Plan number
- 001
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 2,062
- End-of-year plan assets
- $375,728,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,062 | H, C | 20250722124039NAL0006947314001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,728,214
- Total liabilities (EOY)
- $1,117,679
- Net assets (EOY)
- $374,610,535
- Net assets (BOY)
- $316,550,803
Income & contributions
- Employer contributions
- $15,549,590
- Total contributions
- $15,549,590
- Total income / additions
- $72,628,854
Expenses & distributions
- Benefits paid
- $13,294,179
- Administrative expenses
- $1,274,943
- Total expenses
- $14,569,122
- Net increase / (decrease)
- $58,059,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors | NONE | $174,669 | not reported in the loaded dataset | 2023 |
| Benesys Inc | NONE | $165,642 | not reported in the loaded dataset | 2023 |
| Bentallgreenoak | NONE | $151,039 | $0 | 2023 |
| Acadian Asset Management | NONE | $124,051 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management | NONE | $118,870 | not reported in the loaded dataset | 2023 |
| Loomis Sayles & Company | NONE | $79,151 | $0 | 2023 |
| Marquette Associates | NONE | $76,000 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $69,996 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $57,547 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $42,237 | $0 | 2023 |
| National Investment Services | NONE | $41,521 | not reported in the loaded dataset | 2023 |
| Georges And Synoweicki | NONE | $20,975 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $18,502 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Ullico Investment Advisors — Schedule C compensation
- Benesys Inc — Schedule C compensation
- Bentallgreenoak — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Gw&K Investment Management — Schedule C compensation
- Loomis Sayles & Company — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Comerica Bank — Schedule C compensation
- National Investment Services — Schedule C compensation
- Georges And Synoweicki — Schedule C compensation
- Us Bank — Schedule C compensation