The International Brotherhood Of Electrical Workers Local 7 Annuity Plan — Form 5500 plan (International Brotherhood Of Elec Workers Union Local 7)
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, The International Brotherhood Of Electrical Workers Local 7 Annuity Plan is a benefit plan reported by International Brotherhood Of Elec Workers Union Local 7 under EIN 04-2733497 and plan number 002. The latest loaded filing year is 2023. The filing reports 890 participants and $73,217,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- International Brotherhood Of Elec Workers Union Local 7
- EIN
- 04-2733497
- Plan number
- 002
- Plan type
- 1
- Location
- Meriden, CT
- Latest filing year
- 2023
- Participants
- 890
- End-of-year plan assets
- $73,217,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 890 | H, C | 20250314151556NAL0022611121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,217,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,217,987
- Net assets (BOY)
- $66,002,906
Income & contributions
- Employer contributions
- $4,310,760
- Total contributions
- $4,310,760
- Total income / additions
- $12,899,535
Expenses & distributions
- Benefits paid
- $5,212,200
- Administrative expenses
- $356,050
- Total expenses
- $5,684,454
- Net increase / (decrease)
- $7,215,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirment Solutions | RECORDKEEPER | $111,128 | not reported in the loaded dataset | 2023 |
| Reid And Riege Pc | ATTORNEY | $75,682 | not reported in the loaded dataset | 2023 |
| Krakow Souris And Landry LLC | ATTORNEY | $38,298 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | PLAN ADMINISTRATOR | $28,335 | not reported in the loaded dataset | 2023 |
| Lapier Dillon And Associates Pc | AUDITORS | $22,429 | not reported in the loaded dataset | 2023 |
| Segal Roitman Llp | COUNSEL | $11,238 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for International Brotherhood Of Elec Workers Union Local 7
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Meriden, CT
- Transamerica Retirment Solutions — Schedule C compensation
- Reid And Riege Pc — Schedule C compensation
- Krakow Souris And Landry LLC — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Lapier Dillon And Associates Pc — Schedule C compensation
- Segal Roitman Llp — Schedule C compensation
- National Financial Services — Schedule C compensation