2023 Form 5500 filing — Roofers Local 195 Health & Accident 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 20250227140218NAL0002219345002) for Roofers Local 195 Health & Accident Fund, reported by Roofers Local 195 Health & Accident Fund under EIN 16-6148181 and plan number 501. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227140218NAL0002219345002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local 195 Health & Accident Fund
- EIN
- 16-6148181
- Plan number
- 501
- Location
- Liverpool, NY
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,373,600
- Total liabilities (EOY)
- $134,309
- Net assets (EOY)
- $2,239,291
- Employer contributions
- $2,877,916
- Participant contributions
- $14,734
- Total income / additions
- $3,292,007
- Benefits paid
- $2,274,824
- Administrative expenses
- $664,664
- Total expenses
- $2,939,488
- Net increase / (decrease)
- $352,519
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Patricia Redhead | PLAN ADMINISTRATOR | $125,000 | not reported in the loaded dataset |
| Brenda Dann | EMPLOYEE | $59,315 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $33,269 | not reported in the loaded dataset |
| Angela Champion | EMPLOYEE | $30,696 | not reported in the loaded dataset |
| Blitman & King Llp | NONE | $19,314 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $17,400 | not reported in the loaded dataset |
| O'Sullivan Associates | NONE | $12,050 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $10,304 | not reported in the loaded dataset |
| Joseph W. Mccarthy And Associates | NONE | $9,875 | not reported in the loaded dataset |
| Tpa Consulting Services | NONE | $9,829 | not reported in the loaded dataset |
| Cassidy Chappini | EMPLOYEE | $8,480 | not reported in the loaded dataset |