2023 Form 5500 filing — Electrical Contractors Association And Local Union 134 Ibew Joint Pension Trust Of Chicago
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250128091320NAL0014262785001) for Electrical Contractors Association And Local Union 134 Ibew Joint Pension Trust Of Chicago, reported by Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst under EIN 51-6030753 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128091320NAL0014262785001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Bd Of Ttees Of Electrical Contractors Assn & Local 134 Ibew Jt Pen Tst
- EIN
- 51-6030753
- Plan number
- 001
- Location
- Alsip, IL
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,585,008,795
- Total liabilities (EOY)
- $181,660,211
- Net assets (EOY)
- $2,403,348,584
- Total income / additions
- $193,874,662
- Administrative expenses
- $3,196,313
- Total expenses
- $3,196,313
- Net increase / (decrease)
- $190,678,349
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $1,080,527 | not reported in the loaded dataset |
| Asb Capital Management, LLC | NONE | $709,313 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $287,758 | $0 |
| State Street Global Advisor Trust | NONE | $56,523 | $0 |
| Pacific Investment Management Co | NONE | $33,338 | $0 |