Connecticut Laborers' Annuity Plan — Form 5500 plan (Connecticut Laborers Annuity Fund Board Of Trustees)
Plain-English plan 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, Connecticut Laborers' Annuity Plan is a benefit plan reported by Connecticut Laborers Annuity Fund Board Of Trustees under EIN 06-1175481 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,118 participants and $244,935,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Laborers Annuity Fund Board Of Trustees
- EIN
- 06-1175481
- Plan number
- 001
- Plan type
- 1
- Location
- West Haven, CT
- Latest filing year
- 2023
- Participants
- 7,118
- End-of-year plan assets
- $244,935,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,118 | H, C | 20241015154304NAL0030211265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $244,935,980
- Total liabilities (EOY)
- $194,501
- Net assets (EOY)
- $244,741,479
- Net assets (BOY)
- $215,060,109
Income & contributions
- Employer contributions
- $20,452,276
- Total contributions
- $20,452,276
- Total income / additions
- $50,257,451
Expenses & distributions
- Benefits paid
- $19,196,805
- Administrative expenses
- $1,379,276
- Total expenses
- $20,576,081
- Net increase / (decrease)
- $29,681,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $206,724 | $0 | 2023 |
| Loomis Sayles Trust Company | NONE | $112,022 | not reported in the loaded dataset | 2023 |
| Ziegler Capital Management, LLC | NONE | $107,399 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $106,480 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $60,923 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $50,763 | not reported in the loaded dataset | 2023 |
| Employee I | EMPLOYEE | $48,882 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $48,562 | not reported in the loaded dataset | 2023 |
| Employee J | EMPLOYEE | $38,932 | not reported in the loaded dataset | 2023 |
| Employee G | EMPLOYEE | $36,242 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $36,042 | not reported in the loaded dataset | 2023 |
| Employee L | EMPLOYEE | $31,739 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie & Associates | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Employee H | EMPLOYEE | $29,572 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $28,308 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $28,000 | not reported in the loaded dataset | 2023 |
| T.M. Byxbee Company, P.C. | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Principal Custody Solution | NONE | $15,074 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $14,869 | $0 | 2023 |
| Segal Select Insurance Services | NONE | $0 | $6,420 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Laborers Annuity Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in West Haven, CT
- Stacey Braun Associates, Inc. — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Ziegler Capital Management, LLC — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Employee F — Schedule C compensation
- Employee E — Schedule C compensation
- Employee I — Schedule C compensation
- Employee C — Schedule C compensation
- Employee J — Schedule C compensation
- Employee G — Schedule C compensation
- Employee D — Schedule C compensation
- Employee L — Schedule C compensation
- Robert M. Cheverie & Associates — Schedule C compensation
- Employee H — Schedule C compensation
- The Segal Company — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- T.M. Byxbee Company, P.C. — Schedule C compensation
- Principal Custody Solution — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation