2023 Form 5500 filing — Roofers Unions Welfare 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 20240918135300NAL0004660545001) for Roofers Unions Welfare Trust Fund, reported by Trustees Of Roofers Unions Welfare Trust Fund under EIN 36-2226396 and plan number 501. It reports 2,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918135300NAL0004660545001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Roofers Unions Welfare Trust Fund
- EIN
- 36-2226396
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 2,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,675,015
- Total liabilities (EOY)
- $3,488,974
- Net assets (EOY)
- $103,186,041
- Employer contributions
- $38,011,679
- Participant contributions
- $128,632
- Total income / additions
- $48,547,217
- Benefits paid
- $37,089,036
- Administrative expenses
- $1,534,594
- Total expenses
- $38,623,630
- Net increase / (decrease)
- $9,923,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross/Blue Shield | NONE | $1,115,957 | not reported in the loaded dataset |
| Wilson Mcshane | NONE | $840,943 | not reported in the loaded dataset |
| Johnson & Krol | NONE | $181,328 | not reported in the loaded dataset |
| Valenz Care | NONE | $118,344 | not reported in the loaded dataset |
| The Segal Company | NONE | $118,250 | not reported in the loaded dataset |
| National Investment Services | NONE | $87,205 | not reported in the loaded dataset |
| Compsych Corporation | NONE | $84,527 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $66,884 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $54,530 | not reported in the loaded dataset |
| Morgan, Lewis And Bockius Llp | NONE | $48,645 | not reported in the loaded dataset |
| Cvs Pharmacy, Inc | NONE | $0 | $28,125 |
| Dental Network Of America LLC | NONE | $26,703 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $19,041 | $0 |
| Segal Marco Advisors | NONE | $13,875 | not reported in the loaded dataset |
| Eyemed Vision Care, LLC | NONE | $11,783 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $11,021 | $0 |
| The Union Labor Life Ins. Co. | NONE | $8,618 | $0 |
| Fair Health Inc. | NONE | $8,196 | not reported in the loaded dataset |