# Connecticut Laborers Annuity Fund Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/connecticut-laborers-annuity-fund-board-of-trustees-plan

> Connecticut Laborers Annuity Fund Board Of Trustees's DC plan: 2,888 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — NONE

- [EMPLOYEE G](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE F](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE B](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE I](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE D](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE C](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE J](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE E](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE H](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — NONE

- [EMPLOYEE A](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [STATE STREET GLOBAL ADVISORS](https://planprovider.pro/provider/employee-fiduciary) — 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|

## Similar Plans

- [Connecticut Laborers' Pension Fund Board Of Trustees](https://planprovider.pro/companies/connecticut-laborers-pension-fund-board-of-trustees-plan) — 2,425 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/connecticut-laborers-annuity-fund-board-of-trustees-plan)

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