Connecticut Health Care Associates Pension Fund — Form 5500 plan (Connecticut Health Care Associates Pension Fund)
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 Health Care Associates Pension Fund is a benefit plan reported by Connecticut Health Care Associates Pension Fund under EIN 06-1313462 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,085 participants and $81,282,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Health Care Associates Pension Fund
- EIN
- 06-1313462
- Plan number
- 001
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 1,085
- End-of-year plan assets
- $81,282,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,085 | H, C | 20241014162426NAL0027850849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,282,861
- Total liabilities (EOY)
- $77,841
- Net assets (EOY)
- $81,205,020
- Net assets (BOY)
- $77,797,013
Income & contributions
- Employer contributions
- $2,602,628
- Participant contributions
- $488,485
- Total contributions
- $3,091,113
- Total income / additions
- $12,329,549
Expenses & distributions
- Benefits paid
- $8,464,980
- Administrative expenses
- $456,562
- Total expenses
- $8,921,542
- Net increase / (decrease)
- $3,408,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $225,000 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc | NONE | $62,618 | not reported in the loaded dataset | 2023 |
| Cbiz | NONE | $47,150 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Service, Inc | NONE | $39,412 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | not reported in the loaded dataset | $23,024 | $0 | 2023 |
| Beers, Hamerman, Cohen & Burger Pc | NONE | $19,900 | not reported in the loaded dataset | 2023 |
| Comerica | NONE | $9,344 | $0 | 2023 |
| Barbara Collins | NONE | $5,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Health Care Associates Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Segal Marco Advisors — Schedule C compensation
- Zenith American Solutions Inc — Schedule C compensation
- Cbiz — Schedule C compensation
- Segal Select Insurance Service, Inc — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Beers, Hamerman, Cohen & Burger Pc — Schedule C compensation
- Comerica — Schedule C compensation
- Barbara Collins — Schedule C compensation