2023 Form 5500 filing — Roofers Union Local No. 70 Pension Plan
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 20240808151507NAL0010994834003) for Roofers Union Local No. 70 Pension Plan, reported by Joint Board Of Trustees Of Roofers Union Local No. 70 Pension Plan under EIN 38-2754697 and plan number 001. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808151507NAL0010994834003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Roofers Union Local No. 70 Pension Plan
- EIN
- 38-2754697
- Plan number
- 001
- Location
- Howell, MI
- Participants
- 466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,324,510
- Total liabilities (EOY)
- $45,425
- Net assets (EOY)
- $41,279,085
- Employer contributions
- $4,122,616
- Total income / additions
- $9,182,412
- Benefits paid
- $4,614,255
- Administrative expenses
- $289,978
- Total expenses
- $4,904,233
- Net increase / (decrease)
- $4,278,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asher Kelly Law | NONE | $14,265 | not reported in the loaded dataset |
| Bultynck & Co., Pllc | NONE | $12,525 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $10,335 | not reported in the loaded dataset |