2023 Form 5500 filing — Roofers Local No. 9 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 20241010113217NAL0011419027001) for Roofers Local No. 9 Pension Plan, reported by Board Of Trustees- Roofers Local No. 9 Pension Fund under EIN 06-6061612 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010113217NAL0011419027001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees- Roofers Local No. 9 Pension Fund
- EIN
- 06-6061612
- Plan number
- 001
- Location
- East Hartford, CT
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,457,430
- Total liabilities (EOY)
- $1,958
- Net assets (EOY)
- $68,455,472
- Employer contributions
- $1,908,254
- Total income / additions
- $9,052,443
- Benefits paid
- $2,834,383
- Administrative expenses
- $619,780
- Total expenses
- $3,454,163
- Net increase / (decrease)
- $5,598,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Columbia Management Investment Advi | NONE | $106,846 | $0 |
| Wright Investors | NONE | $102,110 | not reported in the loaded dataset |
| Prudential Financial | NONE | $89,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $84,636 | $0 |
| Webster Bank | NONE | $58,507 | not reported in the loaded dataset |
| Brescia Printing Services | NONE | $51,802 | not reported in the loaded dataset |
| Agilis Partners, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Reid & Reige, P.C. | NONE | $25,415 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $14,333 | not reported in the loaded dataset |
| Freshtech It LLC | NONE | $7,706 | not reported in the loaded dataset |
| Amalgamated Employee Benefits Admin | NONE | $5,567 | not reported in the loaded dataset |