# Trustees Of Ibew Local No. 7 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-no-7-pension-plan-042314259-001

> Trustees Of Ibew Local No. 7 Pension Plan's DB plan: 611 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew Local No. 7 Pension Plan

- **Sponsor EIN:** 042314259

- **Sponsor Address:** 321 RESEARCH PKWY STE 110, MERIDEN, CT, 064508340

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 611

- **Total Assets:** $85.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|611|$85.8M|$6.4M|$0|

| 2023|620|$77.8M|$6.5M|$0|

| 2022|601|$66.5M|$6.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MORGAN STANLEY|Investment Advisor|$223,609|—|$223,609|

| SOLXSYS ADMINISTRATIVE SOLUTIONS|Recordkeeper|$62,770|—|$62,770|

| REID AND RIEGE PC|ERISA Attorney|$57,025|—|$57,025|

| CBIZ RETIREMENT PLAN SERVICES|Actuary|$50,200|—|$50,200|

| EMPOWER ANNUITY INSURANCE COMPANY|Investment Advisor|$23,818|—|$23,818|

| LAPIER, DILLON & ASSOCIATES, P.C.|Auditor|$14,278|—|$14,278|

| ZENITH AMERICAN SOLUTIONS|Recordkeeper|$12,720|—|$12,720|

| ATALANTA SOSNOFF CAPITAL LLC|Other Service Provider|$11,184|—|$11,184|

| SEGAL ROITMAN LLP|ERISA Attorney|$8,454|—|$8,454|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — Investment Advisor

- [LAPIER, DILLON & ASSOCIATES, P.C.](https://planprovider.pro/provider/lapier-dillon-and-associates-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $464,058

- **Estimated Expense Ratio:** 0.541% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$540,783|$258,611|$75,490|$14,278|—|

| 2023|$450,752|$223,945|$55,830|$21,100|—|

| 2022|$264,235|$57,081|$57,380|—|$144,894|

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