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Original filing (PDF)20260312131710NAL0007288274001
TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLAN
Form 5500
FILING_RECEIVED
IBEW LOCAL 7 PENSION FUND
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
611
Accounts w/ balance
—
Plan assets (EOY)
$85.8M
Net assets (EOY)
$85.8M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 238% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (9 disclosed providers, 5 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLAN.
Plan sponsor
Name
TRUSTEES OF IBEW LOCAL NO. 7 PENSION PLAN
EIN
04-2314259
Address
321 RESEARCH PKWY STE 110 · MERIDEN, CT · 064508340
Phone
(248) 663-2449
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
LAPIER, DILLON AND ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT CONSULTANT | $224K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $24K | — |
| ATALANTA SOSNOFF CAPITAL LLC | — | NEW YORK, NY | INVESTMENT CONSULTANT | $11K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | — | MERIDEN, CT | PLAN ADMINISTRATOR | $63K | — |
| ZENITH AMERICAN SOLUTIONS | 06-0811449 | — | PLAN ADMINISTRATOR | $13K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPIER, DILLON & ASSOCIATES, P.C. | 32-0048525 | — | AUDITORS | $14K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | ACTUARY | $50K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REID AND RIEGE PC | — | HARTFORD, CT | ATTORNEYS | $57K | — |
| SEGAL ROITMAN LLP | — | BOSTON, MA | ATTORNEYS | $8K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.