2023 Form 5500 filing — United Union Of Roofers, Waterproofers And Allied Workers, Local No. 44 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 20250218182829NAL0003388257001) for United Union Of Roofers, Waterproofers And Allied Workers, Local No. 44 Pension Plan, reported by United Union Of Roofers, Waterproofers And Allied Workers, Local No. under EIN 34-6611397 and plan number 001. It reports 678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218182829NAL0003388257001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- United Union Of Roofers, Waterproofers And Allied Workers, Local No.
- EIN
- 34-6611397
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,949,419
- Total liabilities (EOY)
- $5,724
- Net assets (EOY)
- $93,943,695
- Employer contributions
- $3,577,699
- Total income / additions
- $11,492,212
- Benefits paid
- $6,289,624
- Administrative expenses
- $619,653
- Total expenses
- $6,909,277
- Net increase / (decrease)
- $4,582,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 44 Fringe Benefit Funds | not reported in the loaded dataset | $146,000 | not reported in the loaded dataset |
| Horizon Actuarial Services | not reported in the loaded dataset | $100,439 | not reported in the loaded dataset |
| Segal Marco Advisors | not reported in the loaded dataset | $55,107 | not reported in the loaded dataset |
| Ullico Inc | not reported in the loaded dataset | $49,128 | not reported in the loaded dataset |
| Pnc Bank | not reported in the loaded dataset | $48,514 | not reported in the loaded dataset |
| Edgewood Capital Management | not reported in the loaded dataset | $40,170 | not reported in the loaded dataset |
| Loomis Sayles | not reported in the loaded dataset | $40,075 | not reported in the loaded dataset |
| Boston Trust Co | not reported in the loaded dataset | $35,838 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $35,755 | not reported in the loaded dataset |
| Pofok Crampton LLC | not reported in the loaded dataset | $12,806 | not reported in the loaded dataset |
| K. Pakeltis & Company | not reported in the loaded dataset | $9,575 | not reported in the loaded dataset |