2023 Form 5500 filing — Employees Retirement Plan Of Roofers Union Local 8 Welfare 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 20241014130048NAL0027336369001) for Employees Retirement Plan Of Roofers Union Local 8 Welfare Fund, reported by Rdwa - 8 United Union Of Roofers under EIN 11-1653210 and plan number 002. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$900KReported net assets$900,004
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014130048NAL0027336369001
Plan sponsor
Rdwa - 8 United Union Of Roofers
EIN
11-1653210
Plan number
002
Location
Long Island City, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$900K total assets
Net assets$900KLiabilities
Money in vs. money out
Total income / additions$167.2K
Total expenses$35.7K
Benefits paid / distributions$19K
Contributions
Employer$138K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$900,004
Net assets (EOY)
$900,004
Employer contributions
$138,032
Total income / additions
$167,244
Benefits paid
$18,997
Administrative expenses
$15,000
Total expenses
$35,677
Net increase / (decrease)
$131,567

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130048NAL0027336369001 cover?
It is the 2023 Form 5500 filing for Employees Retirement Plan Of Roofers Union Local 8 Welfare Fund, reported by Rdwa - 8 United Union Of Roofers (EIN 11-1653210).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages