2023 Form 5500 filing — Local Union No. 9 Ibew And Outside Contractors Defined Contribution Pension Fund
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 20250722124038NAL0001226579004) for Local Union No. 9 Ibew And Outside Contractors Defined Contribution Pension Fund, reported by Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund under EIN 36-4301166 and plan number 002. It reports 2,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250722124038NAL0001226579004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund
- EIN
- 36-4301166
- Plan number
- 002
- Location
- Tinley Park, IL
- Participants
- 2,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $451,783,891
- Total liabilities (EOY)
- $1,169,745
- Net assets (EOY)
- $450,614,146
- Employer contributions
- $22,022,558
- Total income / additions
- $117,637,000
- Benefits paid
- $24,714,115
- Administrative expenses
- $410,955
- Total expenses
- $25,125,070
- Net increase / (decrease)
- $92,511,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $123,514 | $0 |
| Benesys, Inc | NONE | $91,541 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $57,156 | not reported in the loaded dataset |
| Georges & Synowiecki | NONE | $28,202 | not reported in the loaded dataset |
| Marquette Associates | NONE | $19,000 | not reported in the loaded dataset |
| Us Bank | NONE | $10,518 | not reported in the loaded dataset |
| Segal Company | NONE | $7,874 | not reported in the loaded dataset |