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Original filing (PDF)20251015161144NAL0006720656001
CONNECTICUT LABORERS' LEGAL SERVICES FUND
Form 5500
FILING_RECEIVED
CONNECTICUT LABORERS' LEGAL SERVICES FUND
Health & welfare plan
Signals · 3
~4176 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
3,096
Accounts w/ balance
—
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.6M
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- 4176 bps in Schedule C fees — 7930% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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 LABORERS' LEGAL SERVICES FUND.
Plan sponsor
Name
CONNECTICUT LABORERS' LEGAL SERVICES FUND
EIN
06-0978828
Address
21 NEW BRITAIN AVENUE · ROCKY HILL, CT · 06067
Phone
(860) 563-2891
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4G · Prepaid Legal
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE E | 06-0978828 | — | EMPLOYEE | $379K | — |
| EMPLOYEE D | 06-0978828 | — | EMPLOYEE | $227K | — |
| EMPLOYEE B | 06-0978828 | — | EMPLOYEE | $158K | — |
| EMPLOYEE C | 06-0978828 | — | EMPLOYEE | $125K | — |
| EMPLOYEE A | 06-0978828 | — | EMPLOYEE | $120K | — |
| EMPLOYEE F | 06-0978828 | — | EMPLOYEE | $93K | — |
| GRAFSTEIN & ARCARO LLC | 46-1581772 | — | NONE | $73K | — |
| ROBERT M. CHEVERIE & ASSOCIATES PC | 06-1335139 | — | NONE | $14K | — |
| STACEY BRAUN ASSOCIATES | 13-2889432 | — | NONE | $12K | — |
| T.M. BYXBEE COMPANY | 06-1386456 | — | NONE | $11K | — |
| LAW OFFICE OF NORMA PIERCE AREL | 22-3913084 | — | NONE | $8K | — |
| CITIZENS BANK | 20-2635739 | — | NONE | $6K | — |
| BALSKUS & JOHNSTON | 06-1619838 | — | NONE | $5K | — |
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.