Local Union No. 9 Ibew And Outside Contractors Defined Contribution Pension Fund — Form 5500 plan (Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund)
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 Ibew And Outside Contractors Defined Contribution Pension Fund is a benefit plan reported by Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund under EIN 36-4301166 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,497 participants and $451,783,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund
- EIN
- 36-4301166
- Plan number
- 002
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 2,497
- End-of-year plan assets
- $451,783,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,497 | H, C | 20250722124038NAL0001226579004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $451,783,891
- Total liabilities (EOY)
- $1,169,745
- Net assets (EOY)
- $450,614,146
- Net assets (BOY)
- $358,102,216
Income & contributions
- Employer contributions
- $22,022,558
- Total contributions
- $22,022,558
- Total income / additions
- $117,637,000
Expenses & distributions
- Benefits paid
- $24,714,115
- Administrative expenses
- $410,955
- Total expenses
- $25,125,070
- Net increase / (decrease)
- $92,511,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $123,514 | $0 | 2023 |
| Benesys, Inc | NONE | $91,541 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $57,156 | not reported in the loaded dataset | 2023 |
| Georges & Synowiecki | NONE | $28,202 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $19,000 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $10,518 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $7,874 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 9 Ibew And Outside Contractors Dc Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Benesys, Inc — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Georges & Synowiecki — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Us Bank — Schedule C compensation
- Segal Company — Schedule C compensation