Connecticut Laborers' Annuity Plan
Sponsored by Connecticut Laborers Annuity Fund Board Of Trustees · EIN 061175481 · Plan #001 · West Haven, CT
- Total assets
- $274M
- Net assets
- $274M
- Active participants
- 2,888
- With balances
- 7,097
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stacey Braun Associates, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $206,277 |
| Income Research & Management | Investment management, Investment management fees (direct) | $139,501 |
| Ziegler Capital Management, Llc | Investment management, Investment management fees (direct) | $124,277 |
| Loomis Sayles Trust Company | Investment management, Investment management fees (direct) | $109,226 |
| Employee G | Employee (plan), Direct payment from the plan | $57,407 |
| Employee F | Employee (plan), Direct payment from the plan | $56,692 |
| Employee B | Employee (plan), Direct payment from the plan | $54,293 |
| Robert M. Cheverie & Associates | Legal, Direct payment from the plan | $52,553 |
| Employee I | Employee (plan), Direct payment from the plan | $40,062 |
| Employee D | Employee (plan), Direct payment from the plan | $40,041 |
| The Segal Company | Consulting (general), Direct payment from the plan | $34,544 |
| Employee C | Employee (plan), Direct payment from the plan | $34,088 |
| Employee J | Employee (plan), Direct payment from the plan | $31,567 |
| Employee E | Employee (plan), Direct payment from the plan | $30,656 |
| Segal Marco Advisors | Investment advisory (plan), Direct payment from the plan | $28,000 |
| Employee H | Employee (plan), Direct payment from the plan | $27,079 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $26,716 |
| Employee A | Employee (plan), Direct payment from the plan | $26,122 |
| Principal Custody Solution | Custodial (securities), Investment management fees (direct), Investment management | $11,455 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $9,270 |