2023 Form 5500 filing — Roofers Local Union #210 Money Purchase Pension 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 20250217102333NAL0003676402001) for Roofers Local Union #210 Money Purchase Pension Plan, reported by Roofers Local Union #210 Board Of Trustees under EIN 16-6108444 and plan number 003. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217102333NAL0003676402001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local Union #210 Board Of Trustees
- EIN
- 16-6108444
- Plan number
- 003
- Location
- Erie, PA
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,074,975
- Total liabilities (EOY)
- $6,696
- Net assets (EOY)
- $10,068,279
- Employer contributions
- $658,939
- Total income / additions
- $1,501,883
- Benefits paid
- $1,017,926
- Administrative expenses
- $61,942
- Total expenses
- $1,079,868
- Net increase / (decrease)
- $422,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fnb Wealth Management | NONE | $29,875 | not reported in the loaded dataset |
| Alerus Financial, N. A. | NONE | $15,378 | $0 |
| Heberlein And Falk, Pc | NONE | $7,715 | not reported in the loaded dataset |