Connecticut Health Care Associates Pension Fund
Sponsored by Connecticut Health Care Associates Pension Fund · EIN 061313462 · Plan #001
- Total assets
- $83.6M
- Net assets
- $83.5M
- Active participants
- 363
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Segal Marco Advisors | Investment advisory (plan) | $225,000 |
| Zenith American Solutions Inc | Contract administrator | $63,900 |
| Cbiz | Actuarial | $37,250 |
| Segal Select Insurance Service, Inc | Insurance brokerage commissions | $33,171 |
| Beers, Hamerman, Cohen & Burger Pc | Accounting | $20,400 |
| American Realty Advisors | Investment management, Investment management fees (direct) | $20,299 |
| Comerica | Custodial (securities), Other services, Shareholder servicing fees | $14,740 |