2023 Form 5500 filing — Local Union No. 9 I.B.E.W. And Outside Contractors 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 20250722124039NAL0006947314001) for Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund, reported by Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu under EIN 51-6077720 and plan number 001. It reports 2,062 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$374.6MReported net assets$374,610,535
Participants2.1K2,062
Provider compensation$1.1M13 Schedule C row(s)$1,140,200
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250722124039NAL0006947314001
Plan sponsor
Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu
EIN
51-6077720
Plan number
001
Location
Tinley Park, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$375.7M total assets
Net assets$374.6MLiabilities$1.1M
Money in vs. money out
Total income / additions$72.6M
Total expenses$14.6M
Benefits paid / distributions$13.3M
Contributions
Employer$15.5M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$375,728,214
Total liabilities (EOY)
$1,117,679
Net assets (EOY)
$374,610,535
Employer contributions
$15,549,590
Total income / additions
$72,628,854
Benefits paid
$13,294,179
Administrative expenses
$1,274,943
Total expenses
$14,569,122
Net increase / (decrease)
$58,059,732
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $174.7K
  2. 2
    NONE · Direct $165.6K
  3. 3
    NONE · Direct $151K · Indirect $0
  4. 4
    NONE · Direct $124.1K
  5. 5
    NONE · Direct $118.9K
  6. 6
    NONE · Direct $79.2K · Indirect $0
  7. 7
    NONE · Direct $76K
  8. 8
    NONE · Direct $70K
  9. 9
    NONE · Direct $57.5K
  10. 10
    NONE · Direct $42.2K · Indirect $0
  11. 11
    NONE · Direct $41.5K
  12. 12
    NONE · Direct $21K
  13. 13
    Us Bank$18.5K
    NONE · Direct $18.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250722124039NAL0006947314001 cover?
It is the 2023 Form 5500 filing for Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund, reported by Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu (EIN 51-6077720).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages