Plan5500

2023 Form 5500 filing — Ibew Local 7 Pension Fund

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 20250317102045NAL0001504929001) for Ibew Local 7 Pension Fund, reported by Trustees Of Ibew Local No. 7 Pension Plan under EIN 04-2314259 and plan number 001. It reports 1,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250317102045NAL0001504929001
Filing year
2023
Form type
1
Plan sponsor
Trustees Of Ibew Local No. 7 Pension Plan
EIN
04-2314259
Plan number
001
Location
Meriden, CT
Participants
1,191
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$77,839,897
Total liabilities (EOY)
$0
Net assets (EOY)
$77,839,897
Employer contributions
$6,516,700
Total income / additions
$16,148,220
Benefits paid
$4,372,623
Administrative expenses
$450,752
Total expenses
$4,823,375
Net increase / (decrease)
$11,324,845
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan StanleyINVESTMENT CONSULTANT$190,879not reported in the loaded dataset
Reid And Reige PcATTORNEYS$56,133not reported in the loaded dataset
Zenith American SolutionsPLAN ADMINISTRATOR$50,880not reported in the loaded dataset
Cbiz Retirement Plan ServicesACTUARY$28,633not reported in the loaded dataset
Empower Annuity Insurance CompanyINVESTMENT ADVISOR$23,420not reported in the loaded dataset
Lapier Dillon And Associates PcAUDITORS$21,100not reported in the loaded dataset
Atalanta Sosnoff Capital LLCINVESTMENT CONSULTANT$9,645not reported in the loaded dataset

Related Form 5500 pages