Ibew Local Union No. 9 And Line Clearance Contract 401(K) Retirement Fund — Form 5500 plan (Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401()
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, Ibew Local Union No. 9 And Line Clearance Contract 401(K) Retirement Fund is a benefit plan reported by Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401( under EIN 36-6519755 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,976 participants and $130,151,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401(
- EIN
- 36-6519755
- Plan number
- 002
- Plan type
- 1
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 1,976
- End-of-year plan assets
- $130,151,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,976 | H, C | 20250308175436NAL0013791569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,151,853
- Total liabilities (EOY)
- $73,376
- Net assets (EOY)
- $130,078,477
- Net assets (BOY)
- $115,877,188
Income & contributions
- Employer contributions
- $9,832,908
- Participant contributions
- $467,743
- Total contributions
- $10,300,651
- Total income / additions
- $24,644,798
Expenses & distributions
- Benefits paid
- $9,853,410
- Administrative expenses
- $590,099
- Total expenses
- $10,443,509
- Net increase / (decrease)
- $14,201,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $318,308 | $0 | 2023 |
| Meketa Investment Group | NONE | $71,000 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $46,070 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $29,400 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $25,283 | not reported in the loaded dataset | 2023 |
| Tic International Corporation | NONE | $23,782 | not reported in the loaded dataset | 2023 |
| Tic Midwest Admin Solutions | NONE | $5,298 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,049 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local Union No. 9 And Line Clearance Contractors 401(
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- John Hancock — Schedule C compensation
- Meketa Investment Group — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- Tic International Corporation — Schedule C compensation
- Tic Midwest Admin Solutions — Schedule C compensation
- Amalgamated Bank — Schedule C compensation