2023 Form 5500 filing — Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2
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 20250325094825NAL0010101251001) for Electrical Contractors Assoc. Of The City Of Chgo Local Union 134, Ibew Joint Pension Trust Of Chgo Pension Plan #2, reported by Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan under EIN 51-6030753 and plan number 002. It reports 19,738 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325094825NAL0010101251001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan
- EIN
- 51-6030753
- Plan number
- 002
- Location
- Alsip, IL
- Participants
- 19,738
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,425,925,939
- Net assets (EOY)
- $2,425,925,939
- Employer contributions
- $130,933,062
- Total income / additions
- $322,981,325
- Benefits paid
- $129,571,289
- Administrative expenses
- $8,951,046
- Total expenses
- $138,522,335
- Net increase / (decrease)
- $184,458,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Electrical Insurance Trustees | COMMON TRUSTEES | $2,352,000 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $1,381,139 | not reported in the loaded dataset |
| National Investment Services, Inc | NONE | $673,835 | not reported in the loaded dataset |
| Wellington Trust Co | NONE | $647,649 | not reported in the loaded dataset |
| 50 South Capital | NONE | $646,982 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE | $598,321 | $0 |
| J.P. Morgan Investment Management | NONE | $570,395 | $0 |
| Baillie Gifford Overseas Ltd. | NONE | $542,114 | $0 |
| Earnest Partners, LLC | NONE | $432,517 | $0 |
| Neuberger Berman | NONE | $383,161 | $0 |
| Northern Trust Company | NONE | $25,844 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $18,136 |