2023 Form 5500 filing — Roofers Local No. 74/203 Annuity 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 20250310081506NAL0016071057001) for Roofers Local No. 74/203 Annuity Plan, reported by Board Of Trustees Roofers Local No. 74/203 Annuity Fund under EIN 45-2840767 and plan number 001. It reports 555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310081506NAL0016071057001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Roofers Local No. 74/203 Annuity Fund
- EIN
- 45-2840767
- Plan number
- 001
- Location
- West Seneca, NY
- Participants
- 555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,096,890
- Total liabilities (EOY)
- $6,098
- Net assets (EOY)
- $9,090,792
- Employer contributions
- $1,402,782
- Total income / additions
- $2,499,283
- Benefits paid
- $654,406
- Administrative expenses
- $122,516
- Total expenses
- $776,922
- Net increase / (decrease)
- $1,722,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $50,767 | $0 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $17,580 | not reported in the loaded dataset |