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Original filing (PDF)20250408115503NAL0020225713001
CONNECTICUT PIPE TRADES HEALTH FUND C/O CT PIPE TRADES BENEFIT FUNDS A
Form 5500
FILING_RECEIVED
CONNECTICUT PIPE TRADES HEALTH FUND
Health & welfare plan
Signals · 3
~2926 bps in Sched C feesNo recordkeeper disclosed19 service providers
Active participants
1,390
Accounts w/ balance
—
Plan assets (EOY)
$27.8M
Net assets (EOY)
$22.0M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
68
Participation health
100
Knocking points off
- 2926 bps in Schedule C fees — 9990% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Highly fragmented vendor stack (19 disclosed providers, 6 categories).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONNECTICUT PIPE TRADES HEALTH FUND C/O CT PIPE TRADES BENEFIT FUNDS A.
Plan sponsor
Name
CONNECTICUT PIPE TRADES HEALTH FUND C/O CT PIPE TRADES BENEFIT FUNDS A
EIN
06-0660430
Address
1155 SILAS DEANE HIGHWAY · WETHERSFIELD, CT · 06109
Phone
(860) 571-9191
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
BEERS, HAMERMAN, COHEN & BURGER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI | 23-1707341 | — | INVESTMENT CUSTODIAN | $58K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL COMPANY | 13-1928058 | — | ACTUARIAL CONSULTANT | $111K | — |
| LOWER HUDSON VALLEY E.A.P. | 13-3240307 | — | HEALTH CONSULTANTS | $50K | — |
| PART D ADVISORS | — | LIVONIA, MI | CONSULTANT | $15K | — |
| CONTEXT4 HEALTHCARE | 27-0386030 | — | HEALTH BENEFIT CONSULTANT | $8K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEERS, HAMERMAN, COHEN & BURGER, PC | 47-2517893 | — | AUDITOR | $36K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | PAYROLL AUDITOR | $16K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & O'HARA LLP | 13-3591118 | — | ATTORNEY | $88K | — |
| ROBERT M. CHEVERIE & ASSOCIATES | 06-1335139 | — | ATTORNEY | $26K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL SELECT INSURANCE SERVICES, IN | 46-0619194 | — | INSURANCE PROVIDER | $34K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RX, INC. | 35-2612946 | — | PHARMACY BENEFIT MANAGER | $6.3M | — |
| CT PIPE TRADES BENEFIT FUNDS ADMIN | 06-1542648 | — | ADMINISTRATIVE CORP | $996K | — |
| EYEMED | — | MASON, OH | VISION BENEFIT PROVIDER | $135K | — |
| CT COALITION OF TAFT-HARTLEY FUNDS | 22-3176650 | — | SUPPORT SERVICES | $91K | — |
| BRIDGEWAY BENEFITS TECHNOLOGIES | 52-1796473 | — | COMPUTER SUPPORT CONSUL | $58K | — |
| HINGE HEALTH | — | SAN FRANCISCO, CA | BENEFIT PROVIDER | $49K | — |
| MAGNANI GRAPHICS | 83-0345189 | — | PRINTING SERVICES | $9K | — |
| UCONN | 06-0772160 | — | HEARING BENEFIT PROVIDER | $5K | — |
| ANTHEM HEALTH PLANS | 06-1475928 | — | BENEFIT PROVIDER | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.