# Connecticut Laborers' Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/connecticut-laborers-health-fund-060960814-501

> Connecticut Laborers' Health Fund's Health & Welfare plan: 2,610 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' Health Fund

- **Sponsor EIN:** 060960814

- **Sponsor Address:** 435 CAPTAIN THOMAS BOULEVARD, WEST HAVEN, CT, 06516

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,610

- **Total Assets:** $80.8M

## 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|2,610|$80.8M|$52.6M|$9.1M|

| 2023|2,539|$75.7M|$51.3M|$9.2M|

| 2022|2,549|$70.1M|$50.0M|$8.6M|

## 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|

| AETNA LIFE INSURANCE CO.|Other Service Provider|$1,559,541|—|$1,559,541|

| CVS PHARMACY, INC.|Other Service Provider|$234,856|—|$234,856|

| EMPLOYEE H|Recordkeeper|$171,418|—|$171,418|

| EMPLOYEE F|Recordkeeper|$166,797|—|$166,797|

| THE SEGAL COMPANY|Other Service Provider|$159,897|—|$159,897|

| EMPLOYEE N|Recordkeeper|$97,825|—|$97,825|

| ROBERT M. CHEVERIE & ASSOCIATES P.C|Other Service Provider|$95,136|—|$95,136|

| EMPLOYEE I|Recordkeeper|$88,710|—|$88,710|

| EMPLOYEE L|Recordkeeper|$65,093|—|$65,093|

| EMPLOYEE J|Recordkeeper|$62,942|—|$62,942|

| NOVAK FRANCELLA LLC|Auditor|$62,122|—|$62,122|

| EMPLOYEE G|Recordkeeper|$56,692|—|$56,692|

| EMPLOYEE D|Recordkeeper|$45,537|—|$45,537|

| EMPLOYEE C|Recordkeeper|$42,990|—|$42,990|

| EMPLOYEE K|Recordkeeper|$36,561|—|$36,561|

| EMPLOYEE M|Recordkeeper|$35,418|—|$35,418|

| EMPLOYEE E|Recordkeeper|$30,656|—|$30,656|

| EMPLOYEE A|Recordkeeper|$26,122|—|$26,122|

| SEGAL MARCO ADVISORS|Other Service Provider|$24,461|—|$24,461|

| FIRST AMERICAN ADMINISTRATORS, INC.|Other Service Provider|$15,766|—|$15,766|

| PRINCIPAL CUSTODIAL SOLUTIONS|Other Service Provider|$7,102|—|$7,102|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

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

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

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

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

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

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

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

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

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

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

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

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

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,085,642

- **Estimated Expense Ratio:** 3.821% 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|$3,593,528|$28,933|$1,794,397|$35,000|—|

| 2023|$3,313,119|$28,412|$1,666,853|$32,500|—|

| 2022|$3,315,288|$35,690|$1,531,855|—|$296,631|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/connecticut-laborers-health-fund-060960814-501)

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