2023 Form 5500 filing — Connecticut Health Care Associates Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014162426NAL0027850849001) for Connecticut Health Care Associates Pension Fund, reported by Connecticut Health Care Associates Pension Fund under EIN 06-1313462 and plan number 001. It reports 1,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162426NAL0027850849001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Connecticut Health Care Associates Pension Fund
- EIN
- 06-1313462
- Plan number
- 001
- Location
- Wallingford, CT
- Participants
- 1,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,282,861
- Total liabilities (EOY)
- $77,841
- Net assets (EOY)
- $81,205,020
- Employer contributions
- $2,602,628
- Participant contributions
- $488,485
- Total income / additions
- $12,329,549
- Benefits paid
- $8,464,980
- Administrative expenses
- $456,562
- Total expenses
- $8,921,542
- Net increase / (decrease)
- $3,408,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $225,000 | not reported in the loaded dataset |
| Zenith American Solutions Inc | NONE | $62,618 | not reported in the loaded dataset |
| Cbiz | NONE | $47,150 | not reported in the loaded dataset |
| Segal Select Insurance Service, Inc | NONE | $39,412 | not reported in the loaded dataset |
| American Realty Advisors | not reported in the loaded dataset | $23,024 | $0 |
| Beers, Hamerman, Cohen & Burger Pc | NONE | $19,900 | not reported in the loaded dataset |
| Comerica | NONE | $9,344 | $0 |
| Barbara Collins | NONE | $5,040 | not reported in the loaded dataset |