Plan Snapshot
- Plan Sponsor: Connecticut Laborers' Pension Fund Board Of Trustees
- Sponsor EIN: 066044348
- Sponsor Address: 435 CAPTAIN THOMAS BOULEVARD, WEST HAVEN, CT, 06516
- Plan Type: DB
- Total Participants: 2,425
- Total Assets: $600.6M
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 | 2,425 | $600.6M | $31.9M | $0 |
| 2023 | 2,401 | $564.7M | $29.9M | $0 |
| 2022 | 2,423 | $532.2M | $27.7M | $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 |
|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT | Other Service Provider | $376,208 | — | $376,208 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $331,809 | — | $331,809 |
| LSV ASSET MANAGEMENT | Other Service Provider | $281,928 | — | $281,928 |
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $259,985 | — | $259,985 |
| GMO BENCHMARK FREE FUND CLASS III | Other Service Provider | $229,161 | — | $229,161 |
| THE UNION LABOR LIFE INSURANCE CO. | Recordkeeper | $181,847 | — | $181,847 |
| LAZARD ASSET MANAGEMENT SECURITIES | Other Service Provider | $175,284 | — | $175,284 |
| J.P. MORGAN ASSET MANAGEMENT | Recordkeeper | $153,637 | — | $153,637 |
| THE SEGAL COMPANY, INC. | Other Service Provider | $129,433 | — | $129,433 |
| SEGAL MARCO ADVISORS | Other Service Provider | $107,000 | — | $107,000 |
| ROBERT M. CHEVERIE | Other Service Provider | $94,684 | — | $94,684 |
| EMPLOYEE D | Recordkeeper | $91,112 | — | $91,112 |
| EMPLOYEE H | Recordkeeper | $80,276 | — | $80,276 |
| GOODWIN CAPITAL ADVISORS | Other Service Provider | $67,751 | — | $67,751 |
| EMPLOYEE G | Recordkeeper | $56,692 | — | $56,692 |
| EMPLOYEE J | Recordkeeper | $49,050 | — | $49,050 |
| NOVAK FRANCELLA, LLC | Auditor | $48,047 | — | $48,047 |
| EMPLOYEE L | Recordkeeper | $47,331 | — | $47,331 |
| EMPLOYEE I | Recordkeeper | $45,112 | — | $45,112 |
| EMPLOYEE E | Recordkeeper | $40,041 | — | $40,041 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $35,161 | — | $35,161 |
| EMPLOYEE K | Recordkeeper | $34,088 | — | $34,088 |
| EMPLOYEE B | Recordkeeper | $32,427 | — | $32,427 |
| EMPLOYEE M | Recordkeeper | $30,757 | — | $30,757 |
| EMPLOYEE F | Recordkeeper | $30,656 | — | $30,656 |
| EMPLOYEE C | Recordkeeper | $29,535 | — | $29,535 |
| EMPLOYEE A | Recordkeeper | $26,122 | — | $26,122 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE UNION LABOR LIFE INSURANCE CO. — Recordkeeper
- J.P. MORGAN ASSET MANAGEMENT — Recordkeeper
- EMPLOYEE D — Recordkeeper
- EMPLOYEE H — Recordkeeper
- EMPLOYEE G — Recordkeeper
- EMPLOYEE J — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
- EMPLOYEE L — Recordkeeper
- EMPLOYEE I — Recordkeeper
- EMPLOYEE E — Recordkeeper
- EMPLOYEE K — Recordkeeper
- EMPLOYEE B — Recordkeeper
- EMPLOYEE M — Recordkeeper
- EMPLOYEE F — Recordkeeper
- EMPLOYEE C — Recordkeeper
- EMPLOYEE A — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,065,134
- Estimated Expense Ratio: 0.510% 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 | $3,815,655 | $2,166,110 | — | $33,000 | — |
| 2023 | $4,016,649 | $2,349,031 | — | $33,000 | — |
| 2022 | $4,008,043 | $2,244,081 | — | — | $281,794 |