2023 Form 5500 filing — National Roofing Industry Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731113254NAL0012635827001) for National Roofing Industry Pension Fund, reported by National Roofing Industry Pension Fund Wilson-Mcshane Corporation under EIN 36-6157071 and plan number 001. It reports 30,860 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731113254NAL0012635827001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Roofing Industry Pension Fund Wilson-Mcshane Corporation
- EIN
- 36-6157071
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 30,860
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,975,715,693
- Total liabilities (EOY)
- $794,015
- Net assets (EOY)
- $1,974,921,678
- Employer contributions
- $57,294,488
- Total income / additions
- $264,761,343
- Benefits paid
- $111,261,158
- Administrative expenses
- $8,419,986
- Total expenses
- $119,681,144
- Net increase / (decrease)
- $145,080,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson Mcshane | NONE | $1,553,000 | $17,763 |
| Union Labor Life Insurance Company | NONE | $774,671 | $0 |
| Ullico Investment Advisors | NONE | $637,618 | not reported in the loaded dataset |
| The Boston Company | NONE | $533,942 | $0 |
| Lsv Asset Management | NONE | $529,199 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $471,782 | $5,921 |
| Castleark Management, LLC | NONE | $459,824 | not reported in the loaded dataset |
| Scout Investments | NONE | $270,048 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $252,121 | $5,921 |
| Blackrock Institutional Trust | NONE | $222,951 | $0 |
| State Street Global Advisors | NONE | $213,858 | $0 |
| Callan LLC | NONE | $169,358 | $5,921 |
| M&T Bank | NONE | $114,503 | $0 |
| Brandywine Global Investment Mgmt | NONE | $113,093 | $0 |
| Kirkland & Ellis Llp | NONE | $104,867 | $5,921 |
| Marco, Mcguire & Arreola | NONE | $89,114 | $5,921 |
| Johnson & Krol, LLC | NONE | $77,263 | not reported in the loaded dataset |
| Law Offices Of Robert Bohrer | NONE | $56,507 | $5,921 |
| Romolo & Associates | NONE | $31,708 | not reported in the loaded dataset |
| Goodrich Business Service, LLC | NONE | $27,215 | not reported in the loaded dataset |
| Hartnett, Reyes-Jones, LLC | NONE | $24,533 | not reported in the loaded dataset |
| Young Law Office | NONE | $16,950 | not reported in the loaded dataset |
| Thomas E. Moss | NONE | $12,180 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $10,044 | not reported in the loaded dataset |
| Capital International Inc. | NONE | $8,494 | not reported in the loaded dataset |
| Robert Dalsin | TRUSTEE | $0 | $5,921 |
| Kinsey Robinson | TRUSTEE | $0 | $5,921 |
| James Hadel | TRUSTEE | $0 | $5,921 |
| Dan O'Donnell | TRUSTEE | $0 | $5,921 |