Retirement plan

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND

Name: TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU - LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND (2016) Form 5500
Creator: TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND, TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FU

TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FUEIN 51-6077720Plan #001PY 2016

ONE WESTBROOK CORPORATE CENTER, SUITE 430 - WESTCHESTER, IL 60154708-449-9004

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$176.3M

-13.6% from 2017

Total participants

1,729

-3.2% from 2017

Average account balance

No prior year

Annual return

2.61%

-9.09 pp from 2017

Benchmarks

See 123 peers

Peer group

Industry23 - Construction

Plan typeDefined benefit

Participants1,000-4,999

Cohort123 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$375.73M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$182K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,002

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$815K

$758 / participant

Investment mgmt$361K44.3%
Other / not subdivided$454K55.7%

% of EOY assets

0.462%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CALIBRE CPA GRPUP PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$381,942,733-100.0%

$209,859-100.0%

$381,942,733-100.0%

Participation rate

0.0%

0.0%0pp

42.7%-42.7pp

0.0%0pp

Annual return

2.61%

3.63%-1.0pp

4.16%-1.6pp

9.19%-6.6pp

Employer contribution / active EE

$13,752

$11,363+21.0%

$29,966-54.1%

$12,608+9.1%

Participant deferral / active EE

$145-100.0%

$1,615-100.0%

Admin fee / account holder

$2,655,710-100.0%

$13,952-100.0%

$2,655,710-100.0%

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOCAL UNION NO. 9 I.B.E.W. AND OUTSIDE CONTRACTORS PENSION FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion