Plan5500

2023 Form 5500 filing — Roofers' Local Union No.22 Supplemental Retirement

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 20241212171804NAL0007968707001) for Roofers' Local Union No.22 Supplemental Retirement, reported by Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus under EIN 26-2070733 and plan number 002. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241212171804NAL0007968707001
Filing year
2023
Form type
1
Plan sponsor
Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus
EIN
26-2070733
Plan number
002
Location
Rochester, NY
Participants
350
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,539,382
Total liabilities (EOY)
$23,425
Net assets (EOY)
$4,515,957
Employer contributions
$566,714
Total income / additions
$775,046
Benefits paid
$577,110
Administrative expenses
$145,683
Total expenses
$722,793
Net increase / (decrease)
$52,253
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Roofers Local No. 22 Welfare PlanRELATED BENEFIT PLAN$72,558not reported in the loaded dataset
Morgan StanleyNONE$25,608not reported in the loaded dataset
Benefit Plans Administrative ServicNONE$16,340not reported in the loaded dataset
Lifetime Benefit SolutionsNONE$9,694not reported in the loaded dataset
Robert Pizzo, EsqNONE$8,000not reported in the loaded dataset
Bonadio & Co., LlpNONE$7,700not reported in the loaded dataset

Related Form 5500 pages