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Original filing (PDF)20260313101544NAL0007755584001
INTERNATIONAL BROTHERHOOD OF ELEC WORKERS UNION LOCAL 7
Form 5500
FILING_RECEIVED
THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 7 ANNUITY PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
830
Accounts w/ balance
915
Plan assets (EOY)
$78.2M
Net assets (EOY)
$78.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
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
100
Participation health
100
Knocking points off
- 31 bps in Schedule C fees — 97% above peer band of 16 bps.
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 INTERNATIONAL BROTHERHOOD OF ELEC WORKERS UNION LOCAL 7.
Plan sponsor
Name
INTERNATIONAL BROTHERHOOD OF ELEC WORKERS UNION LOCAL 7
EIN
04-2733497
Address
321 RESEARCH PKWY STE 110 · MERIDEN, CT · 064508340
Phone
(800) 446-8646
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LAPIER, DILLON AND ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $147K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | — | BOSTON, MA | SECURITIES BROKER | $5K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLXSYS ADMINISTRATIVE SOLUTIONS | — | MERIDEN, CT | PLAN ADMINISTRATOR | $34K | — |
| ZENITH AMERICAN SOLUTIONS | — | WALLINGFORD, CT | PLAN ADMINISTRATOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAPIER, DILLON & ASSOCIATES, P.C. | 32-0048525 | — | AUDITORS | $14K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REID AND RIEGE PC | — | HARTFORD, CT | ATTORNEY | $37K | — |
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.