Plan Snapshot
- Plan Sponsor: Connecticut Health Care Associates Pension Fund
- Sponsor EIN: 061313462
- Sponsor Address: 8 FAIRFIELD BLVD, STE 105, WALLINGFORD, CT, 06492
- Plan Type: DB
- Total Participants: 363
- Total Assets: $83.6M
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 | 363 | $83.6M | $2.7M | $543,111 |
| 2023 | 388 | $81.3M | $2.6M | $488,485 |
| 2022 | 381 | $77.9M | $2.1M | $435,934 |
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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | Other Service Provider | $225,000 | — | $225,000 |
| ZENITH AMERICAN SOLUTIONS INC | Other Service Provider | $63,900 | — | $63,900 |
| CBIZ | Other Service Provider | $37,250 | — | $37,250 |
| SEGAL SELECT INSURANCE SERVICE, INC | Other Service Provider | $33,171 | — | $33,171 |
| BEERS, HAMERMAN, COHEN & BURGER PC | Other Service Provider | $20,400 | — | $20,400 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $20,299 | — | $20,299 |
| COMERICA | Other Service Provider | $14,740 | — | $14,740 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $414,760
- Estimated Expense Ratio: 0.496% 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 | $452,396 | $237,288 | $63,894 | $20,400 | — |
| 2023 | $456,562 | $245,012 | $62,400 | $19,900 | — |
| 2022 | $461,411 | $253,991 | $60,900 | — | $72,186 |