2023 Form 5500 filing — Roofers Union Local No.33 Pension 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 20241015173044NAL0015174339001) for Roofers Union Local No.33 Pension Fund, reported by Roofers Union Local No.33 Pension Fund under EIN 04-2228135 and plan number 001. It reports 1,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173044NAL0015174339001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Union Local No.33 Pension Fund
- EIN
- 04-2228135
- Plan number
- 001
- Location
- Stoughton, MA
- Participants
- 1,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,528,502
- Total liabilities (EOY)
- $18,946
- Net assets (EOY)
- $121,509,556
- Employer contributions
- $9,582,441
- Total income / additions
- $21,779,490
- Benefits paid
- $6,963,697
- Administrative expenses
- $435,582
- Total expenses
- $7,399,279
- Net increase / (decrease)
- $14,380,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Trust Investor Svcs Group | NONE | $76,283 | not reported in the loaded dataset |
| Newtower Trust Company - Mept | NONE | $52,520 | not reported in the loaded dataset |
| Jennison U.S. Small Cap Equity | NONE | $50,726 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $45,000 | not reported in the loaded dataset |
| Siguler Guff Small Buyout Op Fd V | NONE | $43,200 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Services | NONE | $38,033 | not reported in the loaded dataset |
| Campana, Sarza & Tatewosian, Llp | NONE | $25,920 | not reported in the loaded dataset |
| Siguler Guff Small Buyout Op Fd Iv | NONE | $25,390 | not reported in the loaded dataset |
| Krakow,Souris & Landry,LLC | NONE | $17,500 | not reported in the loaded dataset |
| Hamilton Lane Viii | NONE | $14,226 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $11,243 | not reported in the loaded dataset |
| Hamilton Lane Iii | NONE | $8,450 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,000 | not reported in the loaded dataset |