International Brotherhood Of Electrical Workers District No.9 Pension Plan — Form 5500 plan (Board Of Trustees, International Brotherhood Of)
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, International Brotherhood Of Electrical Workers District No.9 Pension Plan is a benefit plan reported by Board Of Trustees, International Brotherhood Of under EIN 93-6074829 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,494 participants and $2,338,151,300 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, International Brotherhood Of
- EIN
- 93-6074829
- Plan number
- 001
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 30,494
- End-of-year plan assets
- $2,338,151,300
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,494 | H, C | 20250115195507NAL0044463202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,338,151,300
- Total liabilities (EOY)
- $1,374,487
- Net assets (EOY)
- $2,336,776,813
- Net assets (BOY)
- $1,939,532,825
Income & contributions
- Employer contributions
- $124,922,273
- Total contributions
- $126,083,698
- Total income / additions
- $487,761,646
Expenses & distributions
- Benefits paid
- $88,781,295
- Administrative expenses
- $1,736,363
- Total expenses
- $90,517,658
- Net increase / (decrease)
- $397,243,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joseph H. Herrle & Associates | NONE | $936,722 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Co. | NONE | $113,871 | $0 | 2023 |
| Alan Biller & Associates | NONE | $92,249 | not reported in the loaded dataset | 2023 |
| Withum Smith And Brown | NONE | $69,865 | not reported in the loaded dataset | 2023 |
| Brownstein Rask Llp | NONE | $48,893 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $47,358 | not reported in the loaded dataset | 2023 |
| Ibew Local 234 H&W Plan | NONE | $42,599 | not reported in the loaded dataset | 2023 |
| Oregon-Columbia Chapter Neca | NONE | $29,863 | not reported in the loaded dataset | 2023 |
| Barlow Coughran Morales & Josephson | NONE | $9,856 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $9,607 | not reported in the loaded dataset | 2023 |
| Harrison Electrical Wkrs Health Tr | NONE | $8,852 | not reported in the loaded dataset | 2023 |
| Bridgetown Printing | NONE | $8,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, International Brotherhood Of
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Joseph H. Herrle & Associates — Schedule C compensation
- Principal Life Insurance Co. — Schedule C compensation
- Alan Biller & Associates — Schedule C compensation
- Withum Smith And Brown — Schedule C compensation
- Brownstein Rask Llp — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Ibew Local 234 H&W Plan — Schedule C compensation
- Oregon-Columbia Chapter Neca — Schedule C compensation
- Barlow Coughran Morales & Josephson — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Harrison Electrical Wkrs Health Tr — Schedule C compensation
- Bridgetown Printing — Schedule C compensation