2023 Form 5500 filing — Health & Welfare Fund Of Roofers Local No. 22
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 20250203101725NAL0012075232001) for Health & Welfare Fund Of Roofers Local No. 22, reported by Health & Welfare Fund Of Roofers Local N under EIN 23-7381527 and plan number 501. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203101725NAL0012075232001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Health & Welfare Fund Of Roofers Local N
- EIN
- 23-7381527
- Plan number
- 501
- Location
- Rochester, NY
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,278,907
- Total liabilities (EOY)
- $13,638
- Net assets (EOY)
- $9,265,269
- Employer contributions
- $2,574,000
- Participant contributions
- $5,318
- Total income / additions
- $3,636,062
- Benefits paid
- $1,987,970
- Administrative expenses
- $517,119
- Total expenses
- $2,505,089
- Net increase / (decrease)
- $1,130,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthony Noyer | EMPLOYEE | $73,478 | not reported in the loaded dataset |
| Karpus Investment Managers | NONE | $48,647 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $48,325 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $37,801 | not reported in the loaded dataset |
| Paula Kuder | EMPLOYEE | $37,090 | not reported in the loaded dataset |
| Susan Troutman | EMPLOYEE | $17,175 | not reported in the loaded dataset |
| Roofers Local 22 Building Fund | AFFILIATE | $17,011 | not reported in the loaded dataset |
| Carlos Martinez | EMPLOYEE | $15,386 | not reported in the loaded dataset |
| Robert Pizzo, Esq. | NONE | $12,400 | not reported in the loaded dataset |
| Telperion Solutions Group | NONE | $8,225 | not reported in the loaded dataset |
| Pilot Consulting, Inc | NONE | $7,647 | not reported in the loaded dataset |