# Connecticut Laborers' Legal Services Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/connecticut-laborers-legal-services-fund-060978828-503

> Connecticut Laborers' Legal Services Fund's Health & Welfare plan: 3,096 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' Legal Services Fund

- **Sponsor EIN:** 060978828

- **Sponsor Address:** 21 NEW BRITAIN AVENUE, ROCKY HILL, CT, 06067

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 3,096

- **Total Assets:** $2.9M

## 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|3,096|$2.9M|$1.4M|$0|

| 2023|3,073|$2.9M|$1.4M|$0|

| 2022|3,089|$2.8M|$1.3M|$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|

| EMPLOYEE E|Recordkeeper|$378,576|—|$378,576|

| EMPLOYEE D|Recordkeeper|$226,655|—|$226,655|

| EMPLOYEE B|Recordkeeper|$158,065|—|$158,065|

| EMPLOYEE C|Recordkeeper|$125,244|—|$125,244|

| EMPLOYEE A|Recordkeeper|$120,459|—|$120,459|

| EMPLOYEE F|Recordkeeper|$92,900|—|$92,900|

| GRAFSTEIN & ARCARO LLC|Other Service Provider|$72,644|—|$72,644|

| ROBERT M. CHEVERIE & ASSOCIATES PC|Other Service Provider|$14,004|—|$14,004|

| STACEY BRAUN ASSOCIATES|Other Service Provider|$11,695|—|$11,695|

| T.M. BYXBEE COMPANY|Other Service Provider|$10,800|—|$10,800|

| LAW OFFICE OF NORMA PIERCE AREL|Other Service Provider|$8,241|—|$8,241|

| CITIZENS BANK|Other Service Provider|$6,035|—|$6,035|

| BALSKUS & JOHNSTON|Other Service Provider|$5,275|—|$5,275|

### Verified Provider Profiles

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

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

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

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

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

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

- [EMPLOYEE F](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:** $1,230,593

- **Estimated Expense Ratio:** 41.757% 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|$1,483,500|$11,695|—|$10,800|—|

| 2023|$1,386,649|$17,763|—|—|—|

| 2022|$1,298,998|—|—|—|$43,206|

## Similar Plans

- [Cummings & Lockwood LLC](https://planprovider.pro/companies/cummings-lockwood-llc-plan-002) — 195 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/connecticut-laborers-legal-services-fund-060978828-503)

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