2023 Form 5500 filing — The International Brotherhood Of Electrical Workers Local 7 Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250314151556NAL0022611121001) for The International Brotherhood Of Electrical Workers Local 7 Annuity Plan, reported by International Brotherhood Of Elec Workers Union Local 7 under EIN 04-2733497 and plan number 002. It reports 890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314151556NAL0022611121001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- International Brotherhood Of Elec Workers Union Local 7
- EIN
- 04-2733497
- Plan number
- 002
- Location
- Meriden, CT
- Participants
- 890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,217,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,217,987
- Employer contributions
- $4,310,760
- Total income / additions
- $12,899,535
- Benefits paid
- $5,212,200
- Administrative expenses
- $356,050
- Total expenses
- $5,684,454
- Net increase / (decrease)
- $7,215,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirment Solutions | RECORDKEEPER | $111,128 | not reported in the loaded dataset |
| Reid And Riege Pc | ATTORNEY | $75,682 | not reported in the loaded dataset |
| Krakow Souris And Landry LLC | ATTORNEY | $38,298 | not reported in the loaded dataset |
| Zenith American Solutions | PLAN ADMINISTRATOR | $28,335 | not reported in the loaded dataset |
| Lapier Dillon And Associates Pc | AUDITORS | $22,429 | not reported in the loaded dataset |
| Segal Roitman Llp | COUNSEL | $11,238 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | not reported in the loaded dataset |