2023 Form 5500 filing — Local Union No. 9 I.B.E.W. And Outside Contractors Health And Welfare Retiree Plan
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 20250722124038NAL0001226579003) for Local Union No. 9 I.B.E.W. And Outside Contractors Health And Welfare Retiree Plan, reported by Ibew 9 Health And Welfare Retiree Plan under EIN 36-2261990 and plan number 502. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722124038NAL0001226579003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ibew 9 Health And Welfare Retiree Plan
- EIN
- 36-2261990
- Plan number
- 502
- Location
- Tinley Park, IL
- Participants
- 569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,430,789
- Total liabilities (EOY)
- $2,068,163
- Net assets (EOY)
- $25,362,626
- Employer contributions
- -$6,145,123
- Total income / additions
- $295,751
- Benefits paid
- $1,021,113
- Administrative expenses
- $69,246
- Total expenses
- $1,090,359
- Net increase / (decrease)
- -$794,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Asset Management | NONE | $23,649 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $22,000 | not reported in the loaded dataset |
| Western Asset Management Company | NONE | $8,738 | not reported in the loaded dataset |
| Wex Health | NONE | $6,196 | not reported in the loaded dataset |
| National Investment Services | NONE | $5,811 | $0 |