2023 Form 5500 filing — Connecticut Laborers' Pension Plan
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 20241015152233NAL0028915841002) for Connecticut Laborers' Pension Plan, reported by Connecticut Laborers' Pension Fund Board Of Trustees under EIN 06-6044348 and plan number 001. It reports 6,927 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152233NAL0028915841002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Connecticut Laborers' Pension Fund Board Of Trustees
- EIN
- 06-6044348
- Plan number
- 001
- Location
- West Haven, CT
- Participants
- 6,927
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $564,730,849
- Total liabilities (EOY)
- $528,940
- Net assets (EOY)
- $564,201,909
- Employer contributions
- $29,888,124
- Total income / additions
- $78,477,391
- Benefits paid
- $42,055,958
- Administrative expenses
- $4,016,649
- Total expenses
- $46,072,607
- Net increase / (decrease)
- $32,404,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management | NONE | $466,732 | not reported in the loaded dataset |
| J.P. Morgan Asset Management | NONE | $288,801 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $282,160 | $0 |
| Ullico Investment Advisors | NONE | $278,406 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $239,780 | not reported in the loaded dataset |
| Gmo Benchmark Free Fund Class Iii | NONE | $201,310 | $0 |
| The Segal Company, Inc. | NONE | $186,431 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $173,585 | $0 |
| Lazard Asset Management Securities | NONE | $147,797 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $107,000 | not reported in the loaded dataset |
| Robert M. Cheverie | NONE | $88,622 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $80,470 | not reported in the loaded dataset |
| Goodwin Capital Advisors | NONE | $71,358 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $67,559 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $65,078 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $62,417 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $60,923 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $57,849 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $51,984 | not reported in the loaded dataset |
| Employee A | EMPLOYEE | $51,585 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $45,177 | not reported in the loaded dataset |
| Employee B | EMPLOYEE | $42,181 | not reported in the loaded dataset |
| Employee J | EMPLOYEE | $40,041 | not reported in the loaded dataset |
| Employee K | EMPLOYEE | $38,040 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $32,662 | $0 |
| Employee H | EMPLOYEE | $29,572 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $20,463 |