Plan Snapshot
- Plan Sponsor: Connecticut Laborers Annuity Fund Board Of Trustees
- Sponsor EIN: 061175481
- Sponsor Address: 435 CAPTAIN THOMAS BOULEVARD, WEST HAVEN, CT, 06516
- Plan Type: DC
- Total Participants: 2,888
- Total Assets: $274.2M
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 | 2,888 | $274.2M | $23.6M | $0 |
| 2023 | 3,043 | $244.9M | $20.5M | $0 |
| 2022 | 3,065 | $215.4M | $19.2M | $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 |
|---|---|---|---|---|
| STACEY BRAUN ASSOCIATES, INC. | NONE | $206,277 | — | $206,277 |
| INCOME RESEARCH & MANAGEMENT | NONE | $139,501 | — | $139,501 |
| ZIEGLER CAPITAL MANAGEMENT, LLC | NONE | $124,277 | — | $124,277 |
| LOOMIS SAYLES TRUST COMPANY | NONE | $109,226 | — | $109,226 |
| EMPLOYEE G | EMPLOYEE | $57,407 | — | $57,407 |
| EMPLOYEE F | EMPLOYEE | $56,692 | — | $56,692 |
| EMPLOYEE B | EMPLOYEE | $54,293 | — | $54,293 |
| ROBERT M. CHEVERIE & ASSOCIATES | NONE | $52,553 | — | $52,553 |
| EMPLOYEE I | EMPLOYEE | $40,062 | — | $40,062 |
| EMPLOYEE D | EMPLOYEE | $40,041 | — | $40,041 |
| THE SEGAL COMPANY | NONE | $34,544 | — | $34,544 |
| EMPLOYEE C | EMPLOYEE | $34,088 | — | $34,088 |
| EMPLOYEE J | EMPLOYEE | $31,567 | — | $31,567 |
| EMPLOYEE E | EMPLOYEE | $30,656 | — | $30,656 |
| SEGAL MARCO ADVISORS | NONE | $28,000 | — | $28,000 |
| EMPLOYEE H | EMPLOYEE | $27,079 | — | $27,079 |
| NOVAK FRANCELLA, LLC | NONE | $26,716 | — | $26,716 |
| EMPLOYEE A | EMPLOYEE | $26,122 | — | $26,122 |
| PRINCIPAL CUSTODY SOLUTION | NONE | $11,455 | — | $11,455 |
| STATE STREET GLOBAL ADVISORS | NONE | $9,270 | — | $9,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ZIEGLER CAPITAL MANAGEMENT, LLC — NONE
- EMPLOYEE G — EMPLOYEE
- EMPLOYEE F — EMPLOYEE
- EMPLOYEE B — EMPLOYEE
- EMPLOYEE I — EMPLOYEE
- EMPLOYEE D — EMPLOYEE
- EMPLOYEE C — EMPLOYEE
- EMPLOYEE J — EMPLOYEE
- EMPLOYEE E — EMPLOYEE
- EMPLOYEE H — EMPLOYEE
- NOVAK FRANCELLA, LLC — NONE
- EMPLOYEE A — EMPLOYEE
- STATE STREET GLOBAL ADVISORS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,139,826
- Estimated Expense Ratio: 0.416% 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 | $1,402,991 | $612,609 | — | $15,500 | — |
| 2023 | $1,379,276 | $576,037 | — | $16,000 | — |
| 2022 | $1,347,058 | $562,447 | — | — | $111,504 |