AUMdb

Connecticut Laborers' Pension Plan

Sponsored by Connecticut Laborers' Pension Fund Board Of Trustees · EIN 066044348 · Plan #001 · West Haven, CT

Total assets
$601M
Net assets
$600M
Active participants
2,425
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
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Lsv Asset Management CRD 109918 deterministic · 100% 2024
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 2024
Lazard Asset Management Llc CRD 122836 fuzzy_auto · 94% 2024
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024
Goodwin Capital Advisers, Inc. CRD 108290 fuzzy_auto · 98% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Asb Capital Management Investment management, Investment management fees (direct) $376,208
State Street Global Advisors Investment management fees (direct), Investment management fees (indirect), Other fees $331,809
Lsv Asset Management Investment management, Investment management fees (direct) $281,928
Ullico Investment Advisors Investment management, Investment management fees (direct) $259,985
Gmo Benchmark Free Fund Class Iii Investment management, Investment management fees (direct), Soft dollars commissions $229,161
The Union Labor Life Insurance Co. Investment management, Investment management fees (direct), Other investment fees and expenses $181,847
Lazard Asset Management Securities Investment management, Investment management fees (direct) $175,284
J.P. Morgan Asset Management Investment management, Investment management fees (direct) $153,637
The Segal Company, Inc. Actuarial, Direct payment from the plan $129,433
Segal Marco Advisors Investment advisory (plan), Direct payment from the plan $107,000
Robert M. Cheverie Legal, Direct payment from the plan $94,684
Employee D Employee (plan), Direct payment from the plan $91,112
Employee H Employee (plan), Direct payment from the plan $80,276
Goodwin Capital Advisors Investment management, Investment management fees (direct) $67,751
Employee G Employee (plan), Direct payment from the plan $56,692
Employee J Employee (plan), Direct payment from the plan $49,050
Novak Francella, Llc Accounting, Direct payment from the plan $48,047
Employee L Employee (plan), Direct payment from the plan $47,331
Employee I Employee (plan), Direct payment from the plan $45,112
Employee E Employee (plan), Direct payment from the plan $40,041
Principal Custody Solutions Custodial (securities), Custodial (other), Direct payment from the plan $35,161
Employee K Employee (plan), Direct payment from the plan $34,088
Employee B Employee (plan), Direct payment from the plan $32,427
Employee M Employee (plan), Direct payment from the plan $30,757
Employee F Employee (plan), Direct payment from the plan $30,656
Employee C Employee (plan), Direct payment from the plan $29,535
Employee A Employee (plan), Direct payment from the plan $26,122