Back to filter
Original filing (PDF)20250722124039NAL0006947314001
TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU
Form 5500
FILING_RECEIVED
LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
1,064
Accounts w/ balance
—
Plan assets (EOY)
$375.7M
Net assets (EOY)
$374.6M
How this plan invests
This plan
7 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
- 30 bps in Schedule C fees — 203% 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 LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU.
Plan sponsor
Name
TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU
EIN
51-6077720
Address
7840 GRAPHICS DRIVE · SUITE 100 · TINLEY PARK, IL · 60477
Phone
(708) 449-9004
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Name
LOCAL UNION NO. 9 I.B.E.W. AND OUTS CONTRACTORS PENSION FUND
EIN
51-6077720
City
TINLEY PARK, IL
Phone
(708) 449-9004
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-07-22
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS | 52-6435649 | — | NONE | $175K | — |
| BENESYS INC | 52-1796473 | PEWAUKEE, WI | NONE | $166K | — |
| BENTALLGREENOAK | — | NEW YORK, NY | NONE | $151K | — |
| ACADIAN ASSET MANAGEMENT | — | BOSTON, MA | NONE | $124K | — |
| GW&K INVESTMENT MANAGEMENT | 80-0250512 | BOSTON, MA | NONE | $119K | — |
| LOOMIS SAYLES & COMPANY | — | BOSTON, MA | NONE | $79K | — |
| MARQUETTE ASSOCIATES | 36-3485298 | — | NONE | $76K | — |
| SEGAL CONSULTING | 13-1975125 | CHICAGO, IL | NONE | $70K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | BETHESDA, MD | NONE | $58K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $42K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $42K | — |
| GEORGES AND SYNOWEICKI | 36-3246372 | CHICAGO, IL | NONE | $21K | — |
| US BANK | 31-0841368 | — | NONE | $19K | — |
Investments
7 pooled funds· $165.3M(44% 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
$145.7M
4 holdings
103-12 Investment Entity
$19.6M
3 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| IBEW NECA EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 31-1772714 / PN 003 | Common Collective Trust | $98.3M | 26.2% |
| NIS CORE FIXED INCOME QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4028492 / PN 001 | Common Collective Trust | $24.0M | 6.4% |
| ULLICO INFRASTRUCTURE TAX EXEMPT ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | $17.9M | 4.8% |
| HARDING LOEVNER INTL EQUITY CIF GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 002 | Common Collective Trust | $15.7M | 4.2% |
| ASB ALLEIGIENCE REAL ESTATE FUND CHEVY CHASE TRUST COMPANY · EIN 52-6257033 / PN 006 | Common Collective Trust | $7.7M | 2.0% |
| NIS HIGH YIELD QP FUND, LLC NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 82-4051841 / PN 001 | 103-12 Investment Entity | $1.7M | 0.5% |
| WESTERN ASSET US CORE PLUS, LLC WESTERN ASSET MANAGEMENT COMPANY · EIN 20-1575788 / PN 001 | 103-12 Investment Entity | $0 | <0.1% |