2023 Form 5500 filing — Roofers & Waterproofers Local 37 Annuity 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 20241014113010NAL0013204627011) for Roofers & Waterproofers Local 37 Annuity Fund, reported by Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun under EIN 25-6145217 and plan number 001. It reports 297 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113010NAL0013204627011
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun
- EIN
- 25-6145217
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 297
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,103,631
- Total liabilities (EOY)
- $39,612
- Net assets (EOY)
- $17,064,019
- Employer contributions
- $620,332
- Total income / additions
- $3,112,889
- Benefits paid
- $1,034,677
- Administrative expenses
- $122,485
- Total expenses
- $1,282,722
- Net increase / (decrease)
- $1,830,167
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions Inc | NONE | $52,400 | not reported in the loaded dataset |
| Global Retirement Partners | NONE | $21,000 | not reported in the loaded dataset |
| Stephen J. O'Brien & Associates | NONE | $18,618 | not reported in the loaded dataset |
| Cypher & Cypher | NONE | $12,131 | not reported in the loaded dataset |