2023 Form 5500 filing — Connecticut Laborers' Annuity 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 20241015154304NAL0030211265001) for Connecticut Laborers' Annuity Plan, reported by Connecticut Laborers Annuity Fund Board Of Trustees under EIN 06-1175481 and plan number 001. It reports 7,118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154304NAL0030211265001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Connecticut Laborers Annuity Fund Board Of Trustees
- EIN
- 06-1175481
- Plan number
- 001
- Location
- West Haven, CT
- Participants
- 7,118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $244,935,980
- Total liabilities (EOY)
- $194,501
- Net assets (EOY)
- $244,741,479
- Employer contributions
- $20,452,276
- Total income / additions
- $50,257,451
- Benefits paid
- $19,196,805
- Administrative expenses
- $1,379,276
- Total expenses
- $20,576,081
- Net increase / (decrease)
- $29,681,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stacey Braun Associates, Inc. | NONE | $206,724 | $0 |
| Loomis Sayles Trust Company | NONE | $112,022 | not reported in the loaded dataset |
| Ziegler Capital Management, LLC | NONE | $107,399 | not reported in the loaded dataset |
| Income Research & Management | NONE | $106,480 | not reported in the loaded dataset |
| Employee F | EMPLOYEE | $60,923 | not reported in the loaded dataset |
| Employee E | EMPLOYEE | $50,763 | not reported in the loaded dataset |
| Employee I | EMPLOYEE | $48,882 | not reported in the loaded dataset |
| Employee C | EMPLOYEE | $48,562 | not reported in the loaded dataset |
| Employee J | EMPLOYEE | $38,932 | not reported in the loaded dataset |
| Employee G | EMPLOYEE | $36,242 | not reported in the loaded dataset |
| Employee D | EMPLOYEE | $36,042 | not reported in the loaded dataset |
| Employee L | EMPLOYEE | $31,739 | not reported in the loaded dataset |
| Robert M. Cheverie & Associates | NONE | $31,000 | not reported in the loaded dataset |
| Employee H | EMPLOYEE | $29,572 | not reported in the loaded dataset |
| The Segal Company | NONE | $28,308 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $28,000 | not reported in the loaded dataset |
| T.M. Byxbee Company, P.C. | NONE | $16,000 | not reported in the loaded dataset |
| Principal Custody Solution | NONE | $15,074 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $14,869 | $0 |
| Segal Select Insurance Services | NONE | $0 | $6,420 |