2023 Form 5500 filing — Roofers Local Union No. 22 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 20250115100321NAL0034034336001) for Roofers Local Union No. 22 Pension Fund, reported by Roofers Local Union No. 22 Pension Board Of Trustees under EIN 04-6698212 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115100321NAL0034034336001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local Union No. 22 Pension Board Of Trustees
- EIN
- 04-6698212
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,905,105
- Total liabilities (EOY)
- $10,087
- Net assets (EOY)
- $28,895,018
- Employer contributions
- $1,356,686
- Total income / additions
- $3,901,194
- Benefits paid
- $1,715,705
- Administrative expenses
- $413,138
- Total expenses
- $2,128,843
- Net increase / (decrease)
- $1,772,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $142,666 | $0 |
| Roofers Local #22 Welfare Fund | CLERICAL SERVICESS | $133,951 | not reported in the loaded dataset |
| Karpus Investment Mgmt | NONE | $42,464 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $29,965 | not reported in the loaded dataset |
| Bolton Partners | NONE | $25,000 | not reported in the loaded dataset |
| Robert Pizzo, Esq. | NONE | $14,669 | not reported in the loaded dataset |