Connecticut Laborers' Pension Plan — Form 5500 plan (Connecticut Laborers' Pension 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' Pension Plan is a benefit plan reported by Connecticut Laborers' Pension Fund Board Of Trustees under EIN 06-6044348 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,927 participants and $564,730,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Laborers' Pension Fund Board Of Trustees
- EIN
- 06-6044348
- Plan number
- 001
- Plan type
- 1
- Location
- West Haven, CT
- Latest filing year
- 2023
- Participants
- 6,927
- End-of-year plan assets
- $564,730,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,927 | H, C | 20241015152233NAL0028915841002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $564,730,849
- Total liabilities (EOY)
- $528,940
- Net assets (EOY)
- $564,201,909
- Net assets (BOY)
- $531,797,125
Income & contributions
- Employer contributions
- $29,888,124
- Total contributions
- $29,888,124
- Total income / additions
- $78,477,391
Expenses & distributions
- Benefits paid
- $42,055,958
- Administrative expenses
- $4,016,649
- Total expenses
- $46,072,607
- Net increase / (decrease)
- $32,404,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management | NONE | $466,732 | not reported in the loaded dataset | 2023 |
| J.P. Morgan Asset Management | NONE | $288,801 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $282,160 | $0 | 2023 |
| Ullico Investment Advisors | NONE | $278,406 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $239,780 | not reported in the loaded dataset | 2023 |
| Gmo Benchmark Free Fund Class Iii | NONE | $201,310 | $0 | 2023 |
| The Segal Company, Inc. | NONE | $186,431 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Co. | NONE | $173,585 | $0 | 2023 |
| Lazard Asset Management Securities | NONE | $147,797 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $107,000 | not reported in the loaded dataset | 2023 |
| Robert M. Cheverie | NONE | $88,622 | not reported in the loaded dataset | 2023 |
| Employee I | EMPLOYEE | $80,470 | not reported in the loaded dataset | 2023 |
| Goodwin Capital Advisors | NONE | $71,358 | not reported in the loaded dataset | 2023 |
| Employee C | EMPLOYEE | $67,559 | not reported in the loaded dataset | 2023 |
| Employee E | EMPLOYEE | $65,078 | not reported in the loaded dataset | 2023 |
| Employee D | EMPLOYEE | $62,417 | not reported in the loaded dataset | 2023 |
| Employee F | EMPLOYEE | $60,923 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $57,849 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $51,984 | not reported in the loaded dataset | 2023 |
| Employee A | EMPLOYEE | $51,585 | not reported in the loaded dataset | 2023 |
| Employee G | EMPLOYEE | $45,177 | not reported in the loaded dataset | 2023 |
| Employee B | EMPLOYEE | $42,181 | not reported in the loaded dataset | 2023 |
| Employee J | EMPLOYEE | $40,041 | not reported in the loaded dataset | 2023 |
| Employee K | EMPLOYEE | $38,040 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $32,662 | $0 | 2023 |
| Employee H | EMPLOYEE | $29,572 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $20,463 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Laborers' Pension Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in West Haven, CT
- Asb Capital Management — Schedule C compensation
- J.P. Morgan Asset Management — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Gmo Benchmark Free Fund Class Iii — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- The Union Labor Life Insurance Co. — Schedule C compensation
- Lazard Asset Management Securities — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Robert M. Cheverie — Schedule C compensation
- Employee I — Schedule C compensation
- Goodwin Capital Advisors — Schedule C compensation
- Employee C — Schedule C compensation
- Employee E — Schedule C compensation
- Employee D — Schedule C compensation
- Employee F — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Employee A — Schedule C compensation
- Employee G — Schedule C compensation
- Employee B — Schedule C compensation
- Employee J — Schedule C compensation
- Employee K — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Employee H — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation