2023 Form 5500 filing — Roofers Union Local 30 Combined 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 20241219095441NAL0009652914003) for Roofers Union Local 30 Combined Pension Fund, reported by Joint Board Of Trustees Roofers Local Union 30 under EIN 23-6289069 and plan number 001. It reports 2,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219095441NAL0009652914003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Roofers Local Union 30
- EIN
- 23-6289069
- Plan number
- 001
- Location
- Troy, MI
- Participants
- 2,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,880,348
- Total liabilities (EOY)
- $504,072
- Net assets (EOY)
- $156,376,276
- Employer contributions
- $13,354,952
- Total income / additions
- $30,235,969
- Benefits paid
- $14,220,757
- Administrative expenses
- $1,020,485
- Total expenses
- $15,241,242
- Net increase / (decrease)
- $14,994,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $238,320 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $124,270 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $106,000 | not reported in the loaded dataset |
| Pfm Asset Management | NONE | $90,750 | not reported in the loaded dataset |
| Prisa | NONE | $72,190 | not reported in the loaded dataset |
| Patriot Financial Manager, Lp | NONE | $48,650 | not reported in the loaded dataset |
| Atalanta Sosnoff | NONE | $47,406 | not reported in the loaded dataset |
| Pnc Institutional Investments | NONE | $32,385 | $0 |
| Mspc | NONE | $22,366 | not reported in the loaded dataset |
| Susanin, Widman & Brennan | NONE | $20,421 | not reported in the loaded dataset |
| Xpan Law Partner | NONE | $17,500 | not reported in the loaded dataset |
| Holroyd Gelman P.C. | NONE | $9,566 | not reported in the loaded dataset |