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Original filing (PDF)20250722124038NAL0001226579004
TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND
Form 5500
FILING_RECEIVED
LOCAL UNION NO. 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION PENSION FUND
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
2,333
Accounts w/ balance
2,436
Plan assets (EOY)
$451.8M
Net assets (EOY)
$450.6M
How this plan invests
This plan
12 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)
93
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- 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 LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND.
Plan sponsor
Name
TRUSTEES OF IBEW LOCAL 9 IBEW AND OUTSIDE CONTRACTORS DC PENSION FUND
EIN
36-4301166
Address
7840 GRAPHICS DRIVE · TINLEY PARK, IL · 60477
Phone
(708) 449-9004
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-22
Pension benefit codes
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP. PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $124K | — |
| BENESYS, INC | — | PEWAUKEE, WI | NONE | $92K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $57K | — |
| GEORGES & SYNOWIECKI | — | CHICAGO, IL | NONE | $28K | — |
| MARQUETTE ASSOCIATES | — | CHICAGO, IL | NONE | $19K | — |
| US BANK | — | SAINT PAUL, MN | NONE | $11K | — |
| SEGAL COMPANY | 13-1975125 | — | NONE | $8K | — |
Investments
12 pooled funds· $349.6M(77% 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
$338.1M
11 holdings
Pooled Separate Account
$11.5M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JPMCB SR PASS BL 2045-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | $68.5M | 15.2% |
| JPMCB SR PASS BL 2035-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | $61.3M | 13.6% |
| JPMCB SR PASS BL 2040-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | $45.6M | 10.1% |
| JPMCB SR PASS BL 2050-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | $37.4M | 8.3% |
| JPMCB SR PASS BL 2055-CF JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | $32.9M | 7.3% |
| JPMCB SR PASS BL 2030-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | $27.5M | 6.1% |
| IBEW-NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $23.0M | 5.1% |
| JPMCB PASSIVE BLEND 2060 JP MORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | $20.1M | 4.4% |
| JPMCB SR PASS BL 2025-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | $13.9M | 3.1% |
| JANUS BALANCED STRATEGY PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY CO · EIN 06-1050034 / PN 180 | Pooled Separate Account | $11.5M | 2.5% |
| JPMCB PASSIVE BLEND INC-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | $5.2M | 1.1% |
| JPMCB SR PASS BL 2020-CF JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | $2.8M | 0.6% |