AUMdb

Connecticut Pipetrades Local No. 777 Annuity Plan

Sponsored by Connecticut Pipetrades Local No. 777 Annuity Fund · EIN 061441857 · Plan #001 · Wethersfield, CT

Total assets
$277M
Net assets
$276M
Active participants
2,791
With balances
2,476

Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Segal Advisors, Inc. CRD 114687 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Ct Pipe Trades Benefit Funds Admin Contract administrator $180,652
John Hancock Retirement Plan Servic Recordkeeping, Sub-transfer agency fees, Shareholder servicing fees $144,834
Holm & O'hara Legal $37,939
Segal Macro Advisors Investment advisory (plan) $34,000
Beers, Hamerman, Cohen & Burger. Accounting $16,000
Robert Cheverie & Assocs Legal $12,000
Segal Company Consulting (pension), Insurance agents and brokers $10,208