# Connecticut Laborers' Pension Fund Board Of Trustees DB Plan
Source: https://planprovider.pro/companies/connecticut-laborers-pension-fund-board-of-trustees-plan

> Connecticut Laborers' Pension Fund Board Of Trustees's DB plan: 2,425 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' 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|NONE|$376,208|—|$376,208|

| STATE STREET GLOBAL ADVISORS|NONE|$331,809|—|$331,809|

| LSV ASSET MANAGEMENT|NONE|$281,928|—|$281,928|

| ULLICO INVESTMENT ADVISORS|NONE|$259,985|—|$259,985|

| GMO BENCHMARK FREE FUND CLASS III|NONE|$229,161|—|$229,161|

| THE UNION LABOR LIFE INSURANCE CO.|NONE|$181,847|—|$181,847|

| LAZARD ASSET MANAGEMENT SECURITIES|NONE|$175,284|—|$175,284|

| J.P. MORGAN ASSET MANAGEMENT|NONE|$153,637|—|$153,637|

| THE SEGAL COMPANY, INC.|NONE|$129,433|—|$129,433|

| SEGAL MARCO ADVISORS|NONE|$107,000|—|$107,000|

| ROBERT M. CHEVERIE|NONE|$94,684|—|$94,684|

| EMPLOYEE D|EMPLOYEE|$91,112|—|$91,112|

| EMPLOYEE H|EMPLOYEE|$80,276|—|$80,276|

| GOODWIN CAPITAL ADVISORS|NONE|$67,751|—|$67,751|

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

| EMPLOYEE J|EMPLOYEE|$49,050|—|$49,050|

| NOVAK FRANCELLA, LLC|NONE|$48,047|—|$48,047|

| EMPLOYEE L|EMPLOYEE|$47,331|—|$47,331|

| EMPLOYEE I|EMPLOYEE|$45,112|—|$45,112|

| EMPLOYEE E|EMPLOYEE|$40,041|—|$40,041|

| PRINCIPAL CUSTODY SOLUTIONS|NONE|$35,161|—|$35,161|

| EMPLOYEE K|EMPLOYEE|$34,088|—|$34,088|

| EMPLOYEE B|EMPLOYEE|$32,427|—|$32,427|

| EMPLOYEE M|EMPLOYEE|$30,757|—|$30,757|

| EMPLOYEE F|EMPLOYEE|$30,656|—|$30,656|

| EMPLOYEE C|EMPLOYEE|$29,535|—|$29,535|

| EMPLOYEE A|EMPLOYEE|$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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [J.P. MORGAN ASSET MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

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

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

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

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

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

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

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

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

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

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

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

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

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

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

## 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|

## Similar Plans

- [Connecticut Laborers Annuity Fund Board Of Trustees](https://planprovider.pro/companies/connecticut-laborers-annuity-fund-board-of-trustees-plan) — 2,888 participants

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

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