2023 Form 5500 filing — United Union Of Roofers, Waterproofers & Allied Workers Local No. 12 Health & 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 20241014162421NAL0027850705001) for United Union Of Roofers, Waterproofers & Allied Workers Local No. 12 Health & Welfare Fund, reported by Roofers Union Local No. 12 Health And Welfare Fund under EIN 06-0878220 and plan number 501. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162421NAL0027850705001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Union Local No. 12 Health And Welfare Fund
- EIN
- 06-0878220
- Plan number
- 501
- Location
- Wallingford, CT
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,757,369
- Total liabilities (EOY)
- $291,443
- Net assets (EOY)
- $3,465,926
- Employer contributions
- $4,101,373
- Participant contributions
- $36,006
- Total income / additions
- $4,330,259
- Benefits paid
- $3,485,733
- Administrative expenses
- $306,534
- Total expenses
- $3,792,267
- Net increase / (decrease)
- $537,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sav-Rx | NONE | $429,535 | not reported in the loaded dataset |
| Zenith American Solutions Inc | NONE | $83,583 | $0 |
| The Segal Company | NONE | $28,385 | not reported in the loaded dataset |
| Holm Ohara | NONE | $18,516 | not reported in the loaded dataset |
| Beers, Hamerman, Cohen & Burger Pc | NONE | $18,250 | not reported in the loaded dataset |
| Novak Francella | NONE | $17,202 | not reported in the loaded dataset |
| Davis Vision | NONE | $16,886 | not reported in the loaded dataset |
| Bradley, Foster & Sargent | not reported in the loaded dataset | $10,242 | not reported in the loaded dataset |
| Segal Select Investments | NONE | $10,123 | not reported in the loaded dataset |
| Lower Hudson Valley Eap | NONE | $5,648 | not reported in the loaded dataset |