2023 Form 5500 filing — United Union Of Roofers - Local 8 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 20241014194146NAL0028173857002) for United Union Of Roofers - Local 8 Annuity Fund, reported by United Union Of Roofers Local 8 Annuity Fund under EIN 11-6011299 and plan number 004. It reports 3,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014194146NAL0028173857002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Union Of Roofers Local 8 Annuity Fund
- EIN
- 11-6011299
- Plan number
- 004
- Location
- Long Island City, NY
- Participants
- 3,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,344,395
- Total liabilities (EOY)
- $254,209
- Net assets (EOY)
- $171,090,186
- Employer contributions
- $17,525,405
- Total income / additions
- $29,915,938
- Benefits paid
- $13,841,971
- Administrative expenses
- $1,034,683
- Total expenses
- $14,876,654
- Net increase / (decrease)
- $15,039,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old Glory Asset Management LLC | NONE | $202,161 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $191,098 | not reported in the loaded dataset |
| Prudential Retirement Ins & Annuity | NONE | $148,365 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $90,624 | not reported in the loaded dataset |
| Quanvest Consultants | NONE | $58,200 | not reported in the loaded dataset |
| Foundry Partners LLC | NONE | $50,231 | not reported in the loaded dataset |
| Mspc | NONE | $45,198 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $43,870 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $39,897 | not reported in the loaded dataset |
| William Rothberg, P.C. | NONE | $34,600 | not reported in the loaded dataset |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $26,012 | not reported in the loaded dataset |
| The Segal Company | NONE | $5,750 | not reported in the loaded dataset |