2023 Form 5500 filing — Roofers Local #2 Supplemental Pension Plan
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 20241122144511NAL0001812529001) for Roofers Local #2 Supplemental Pension Plan, reported by Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2 under EIN 43-1927886 and plan number 001. It reports 2,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122144511NAL0001812529001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2
- EIN
- 43-1927886
- Plan number
- 001
- Location
- Maryland Heights, MO
- Participants
- 2,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,577,029
- Total liabilities (EOY)
- $44,580
- Net assets (EOY)
- $77,532,449
- Employer contributions
- $5,151,161
- Total income / additions
- $14,488,098
- Benefits paid
- $3,248,972
- Administrative expenses
- $252,750
- Total expenses
- $3,501,722
- Net increase / (decrease)
- $10,986,376
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $77,034 | not reported in the loaded dataset |
| Hartnett Reyes-Jones | NONE | $56,398 | not reported in the loaded dataset |
| Lpl Financial | NONE | $56,020 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $13,385 | not reported in the loaded dataset |