2023 Form 5500 filing — Roofers Local 153 Supplemental Benefit 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 20241219163320NAL0004585105001) for Roofers Local 153 Supplemental Benefit Plan, reported by Bot - Roofers Loc. 153 Supplemental Benefit Plan under EIN 91-1222649 and plan number 001. It reports 820 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219163320NAL0004585105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot - Roofers Loc. 153 Supplemental Benefit Plan
- EIN
- 91-1222649
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 820
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,839,054
- Total liabilities (EOY)
- $48,090
- Net assets (EOY)
- $15,790,964
- Employer contributions
- $1,062,856
- Participant contributions
- $24,994
- Total income / additions
- $2,335,993
- Benefits paid
- $323,936
- Administrative expenses
- $168,779
- Total expenses
- $492,715
- Net increase / (decrease)
- $1,843,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $49,540 | $0 |
| Eb Management Company | NONE | $48,890 | not reported in the loaded dataset |
| Washington Capital Management Inc | NONE | $28,519 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $19,794 | not reported in the loaded dataset |
| Law Office Of Richard A. Ekman, P.S | NONE | $6,000 | not reported in the loaded dataset |