2023 Form 5500 filing — Roofers Local 248 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 20250312123656NAL0010136563001) for Roofers Local 248 Pension Plan, reported by Trustees Roofers And Slaters Local 248 Union under EIN 04-2316465 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312123656NAL0010136563001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Roofers And Slaters Local 248 Union
- EIN
- 04-2316465
- Plan number
- 001
- Location
- Westfield, MA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,868,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,868,387
- Employer contributions
- $382,283
- Total income / additions
- $856,375
- Benefits paid
- $895,490
- Administrative expenses
- $186,567
- Total expenses
- $1,082,057
- Net increase / (decrease)
- -$225,682
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mckeogh Company | ACTUARY | $68,168 | not reported in the loaded dataset |
| Kara Adamites | PLAN ADMINISTRATOR | $27,000 | not reported in the loaded dataset |
| Boston Trust Walden Company | INVESTMENT MANAGER | $22,723 | not reported in the loaded dataset |
| Lapier Dillon And Associates Pc | AUDITOR | $10,500 | not reported in the loaded dataset |
| First State | INVESTMENT MANAGER | $10,050 | not reported in the loaded dataset |
| Segal Roitman Llp | ATTORNEYS | $6,344 | not reported in the loaded dataset |