2023 Form 5500 filing — Roofers Union Local No. 70 Insurance Trust 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 20240808151507NAL0010994834002) for Roofers Union Local No. 70 Insurance Trust Fund, reported by Joint Board Roofers Union Local No 70 Insurance Trust Fund under EIN 38-2818643 and plan number 504. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808151507NAL0010994834002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Roofers Union Local No 70 Insurance Trust Fund
- EIN
- 38-2818643
- Plan number
- 504
- Location
- Howell, MI
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,865,922
- Total liabilities (EOY)
- $1,316,897
- Net assets (EOY)
- $7,549,025
- Employer contributions
- $5,335,455
- Participant contributions
- $243,838
- Total income / additions
- $6,029,011
- Benefits paid
- $4,947,738
- Administrative expenses
- $228,893
- Total expenses
- $5,176,631
- Net increase / (decrease)
- $852,380
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $4,194,782 | not reported in the loaded dataset |
| Delta Dental Of Michigan | NONE | $241,226 | not reported in the loaded dataset |
| Benesys, Inc. | NONE | $120,290 | not reported in the loaded dataset |
| Blue Care Network Of Michigan | NONE | $69,968 | not reported in the loaded dataset |
| National Vision Administrators, LLC | NONE | $44,318 | not reported in the loaded dataset |
| Laura London | EMPLOYEE | $35,930 | not reported in the loaded dataset |
| Roofers Joint Education Trust Fund | NONE | $31,103 | not reported in the loaded dataset |
| One America | NONE | $30,460 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $13,000 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $12,994 | not reported in the loaded dataset |
| Monroe & Associates, Inc. | NONE | $10,550 | not reported in the loaded dataset |