Board Of Trustees Roofers Local No. 74/203 Annuity Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Board Of Trustees Roofers Local No. 74/203 Annuity Fund (EIN 45-2840767) is a plan sponsor located in West Seneca, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-2840767
Location
West Seneca, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$9,096,890
Total reported liabilities (EOY)
$6,098
Total reported net assets (EOY)
$9,090,792

Contributions & income

Employer contributions
$1,402,782
Total income / additions
$2,499,283

Expenses & distributions

Benefits paid / distributions
$654,406
Total expenses
$776,922
Net increase / (decrease)
$1,722,361

Coverage

Total reported participants
555
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Board Of Trustees Roofers Local No. 74/203 Annuity Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Roofers Local No. 74/203 Annuity Plan001555$9,096,8902023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Roofers Local No. 74/203 Annuity Fund
YearPlanParticipantsSchedulesFiling
2023Roofers Local No. 74/203 Annuity Plan555H, C20250310081506NAL0016071057001

Related Form 5500 pages