2023 Form 5500 filing — Roofers Local 149 Defined Contribution 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 20250307130844NAL0011669617001) for Roofers Local 149 Defined Contribution Pension Fund, reported by Roofers Local 149 Dc Pension Plan under EIN 86-3826499 and plan number 002. It reports 1,227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307130844NAL0011669617001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local 149 Dc Pension Plan
- EIN
- 86-3826499
- Plan number
- 002
- Location
- Troy, MI
- Participants
- 1,227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,262,550
- Total liabilities (EOY)
- $4,477
- Net assets (EOY)
- $5,258,073
- Employer contributions
- $2,135,016
- Total income / additions
- $2,560,359
- Benefits paid
- $13,081
- Administrative expenses
- $93,696
- Total expenses
- $106,777
- Net increase / (decrease)
- $2,453,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc | NONE KNOWN | $48,000 | not reported in the loaded dataset |
| Morgan Stanley | NONE KNOWN | $28,688 | not reported in the loaded dataset |
| Asher Kelly | NONE KNOWN | $10,584 | not reported in the loaded dataset |
| Wrubel, Wesley & Co Cpas | NONE KNOWN | $5,000 | not reported in the loaded dataset |