Ibew Local 7 Pension Fund — Form 5500 plan (Trustees Of Ibew Local No. 7 Pension Plan)
Plain-English plan 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, Ibew Local 7 Pension Fund is a benefit plan reported by Trustees Of Ibew Local No. 7 Pension Plan under EIN 04-2314259 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,191 participants and $77,839,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local No. 7 Pension Plan
- EIN
- 04-2314259
- Plan number
- 001
- Plan type
- 1
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 1,191
- End-of-year plan assets
- $77,839,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,191 | H, C | 20250317102045NAL0001504929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,839,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,839,897
- Net assets (BOY)
- $66,515,052
Income & contributions
- Employer contributions
- $6,516,700
- Total contributions
- $6,516,700
- Total income / additions
- $16,148,220
Expenses & distributions
- Benefits paid
- $4,372,623
- Administrative expenses
- $450,752
- Total expenses
- $4,823,375
- Net increase / (decrease)
- $11,324,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT CONSULTANT | $190,879 | not reported in the loaded dataset | 2023 |
| Reid And Reige Pc | ATTORNEYS | $56,133 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | PLAN ADMINISTRATOR | $50,880 | not reported in the loaded dataset | 2023 |
| Cbiz Retirement Plan Services | ACTUARY | $28,633 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | INVESTMENT ADVISOR | $23,420 | not reported in the loaded dataset | 2023 |
| Lapier Dillon And Associates Pc | AUDITORS | $21,100 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital LLC | INVESTMENT CONSULTANT | $9,645 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local No. 7 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Meriden, CT
- Morgan Stanley — Schedule C compensation
- Reid And Reige Pc — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Cbiz Retirement Plan Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Lapier Dillon And Associates Pc — Schedule C compensation
- Atalanta Sosnoff Capital LLC — Schedule C compensation