2023 Form 5500 filing — Toledo Roofers Local No 134 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 20240913123902NAL0005074371001) for Toledo Roofers Local No 134 Pension Plan, reported by Board Of Trustees Toledo Roofers Local No 134 Pension under EIN 34-6682179 and plan number 001. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913123902NAL0005074371001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Toledo Roofers Local No 134 Pension
- EIN
- 34-6682179
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 478
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,441,373
- Total liabilities (EOY)
- $32,757
- Net assets (EOY)
- $33,408,616
- Employer contributions
- $1,040,747
- Total income / additions
- $4,713,896
- Benefits paid
- $7,012,768
- Administrative expenses
- $376,093
- Total expenses
- $7,388,861
- Net increase / (decrease)
- -$2,674,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $130,340 | not reported in the loaded dataset |
| Northwestern Ohio Administrators | NONE | $71,000 | not reported in the loaded dataset |
| Untied Actuarial Services | NONE | $65,445 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $44,311 | not reported in the loaded dataset |
| Huntington Insurance | NONE | $19,244 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co | NONE | $11,000 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $5,933 | not reported in the loaded dataset |