Local Union No. 9 I.B.E.W. And Outside Contractors Health And Welfare Retiree Plan — Form 5500 plan (Ibew 9 Health And Welfare Retiree Plan)
Plain-English plan 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, Local Union No. 9 I.B.E.W. And Outside Contractors Health And Welfare Retiree Plan is a benefit plan reported by Ibew 9 Health And Welfare Retiree Plan under EIN 36-2261990 and plan number 502. The latest loaded filing year is 2023. The filing reports 569 participants and $27,430,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ibew 9 Health And Welfare Retiree Plan
- EIN
- 36-2261990
- Plan number
- 502
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 569
- End-of-year plan assets
- $27,430,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 569 | H, C | 20250722124038NAL0001226579003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,430,789
- Total liabilities (EOY)
- $2,068,163
- Net assets (EOY)
- $25,362,626
- Net assets (BOY)
- $26,157,234
Income & contributions
- Employer contributions
- -$6,145,123
- Total contributions
- -$3,336,159
- Total income / additions
- $295,751
Expenses & distributions
- Benefits paid
- $1,021,113
- Administrative expenses
- $69,246
- Total expenses
- $1,090,359
- Net increase / (decrease)
- -$794,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jpmorgan Asset Management | NONE | $23,649 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $8,738 | not reported in the loaded dataset | 2023 |
| Wex Health | NONE | $6,196 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $5,811 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ibew 9 Health And Welfare Retiree Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Jpmorgan Asset Management — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Wex Health — Schedule C compensation
- National Investment Services — Schedule C compensation