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Original filing (PDF)20250722124038NAL0001226579002
TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE
Form 5500
FILING_RECEIVED
LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS HEALTH & WELFARE
Health & welfare plan
Signals · 3
~120 bps in Sched C feesNo recordkeeper disclosed21 service providers
Active participants
1,216
Accounts w/ balance
—
Plan assets (EOY)
$230.3M
Net assets (EOY)
$227.9M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 120 bps in Schedule C fees — 1100% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE.
Plan sponsor
Name
TRUSTEES OF IBEW & OUTSIDE CONTRACTORS LOCAL 9 HEALTH & WELFARE
EIN
36-2261990
Address
7840 GRAPHICS DR · SUITE 100 · TINLEY PARK, IL · 60477
Phone
(708) 449-9004
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-22
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsOther
21| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | NONE | $792K | — |
| BENESYS INC | — | PEWAUKEE, WI | NONE | $597K | — |
| CASE MANAGEMENT SPECIALISTS | 61-1688248 | — | NONE | $260K | — |
| JP MORGAN ASSET MANAGEMENT | — | KANSAS CITY, MO | NONE | $175K | — |
| INVESCO | 58-1707262 | — | NONE | $162K | — |
| NEWTOWER MANAGEMENT LLC | — | BETHESDA, MD | NONE | $138K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $124K | — |
| SAV-RX | 86-1323040 | FREMONT, NE | NONE | $94K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $74K | — |
| BNY MELLON | 25-6078093 | — | NONE | $55K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $47K | — |
| COMERICA | 42-1741646 | — | NONE | $41K | — |
| DENTAL NETWORK OF AMERICA | 36-3339483 | — | NONE | $38K | — |
| LOOMIS, SAYLES & COMPANY | — | BOSTON, MA | EMPLOYEE | $34K | — |
| EMPLOYEE RESOURCE SYSTEMS, INC. | 36-3867645 | — | NONE | $26K | — |
| MARQUETTE ADVISORS | 36-3485298 | CHICAGO, IL | NONE | $24K | — |
| WESTERN ASSET | — | PASADENA, CA | NONE | $22K | — |
| GEORGES AND SYNOWIECKI, LTD. | 36-3246372 | — | NONE | $19K | — |
| VISION SERVICE PLAN | — | RANCHO CORDOVA, CA | NONE | $19K | — |
| US BANK | 31-0841368 | — | NONE | $13K | — |
| MEDICAL REVIEW INSTITUTE OF AMERICA | — | SALT LAKE CITY, UT | NONE | $9K | — |
Investments
4 pooled funds· $72.9M(32% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$36.5M
2 holdings
103-12 Investment Entity
$36.4M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO INSTL TR BALANCED -RISK FD INVESCO ASSET MANAGEMENT · EIN 27-3783895 / PN 001 | 103-12 Investment Entity | $36.4M | 15.8% |
| NIS CORE FIXED INCOME QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 84-4028492 / PN 001 | Common Collective Trust | $34.1M | 14.8% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | Common Collective Trust | $2.4M | 1.0% |
| WESTERN ASSET CORE PLUS, LLC WESTERN ASSET MANAGEMENT COMPANY · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |