2023 Form 5500 filing — Roofers Local No. 20 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 20250313124358NAL0020848465001) for Roofers Local No. 20 Pension Plan, reported by Roofers Local No. 20 Pension Plan under EIN 43-6142370 and plan number 002. It reports 1,274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313124358NAL0020848465001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local No. 20 Pension Plan
- EIN
- 43-6142370
- Plan number
- 002
- Location
- Raytown, MO
- Participants
- 1,274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,940,128
- Total liabilities (EOY)
- $174,891
- Net assets (EOY)
- $104,765,237
- Participant contributions
- $4,091,162
- Total income / additions
- $16,010,409
- Benefits paid
- $6,354,628
- Administrative expenses
- $889,157
- Total expenses
- $7,243,785
- Net increase / (decrease)
- $8,766,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ironwood Capital Management | INVESTMENT MANAGEMENT | $0 | $108,336 |
| Horizon Actuarial LLC | ACTUARY & PLAN CONSULTANT | $94,222 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $92,192 | not reported in the loaded dataset |
| Bank Of Labor | CUSTODIAL AND BANKING | $79,594 | not reported in the loaded dataset |
| Harding Loevner | INVESTMETN MANGER | $71,675 | not reported in the loaded dataset |
| Fiduciary Management | INVESTMENT MANAGER | $70,223 | not reported in the loaded dataset |
| Delaware Investments | INVESTMENT MANAGER | $60,590 | not reported in the loaded dataset |
| Aristotle | INVESTMENT MANAGER | $60,449 | not reported in the loaded dataset |
| Blake & Uhlig | FUND LEGAL COUNSEL | $40,061 | not reported in the loaded dataset |
| Longfellow Management | INVESTMENT MANAGER | $38,771 | not reported in the loaded dataset |
| Financial Counselors Inc | INVESTMENT MANAGER | $32,885 | not reported in the loaded dataset |
| Accounting Solutions | FUND AUDITOR | $20,500 | not reported in the loaded dataset |