2023 Form 5500 filing — Roofers Local No. 75 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 20250314093008NAL0022346193001) for Roofers Local No. 75 Pension Fund, reported by Board Of Trustees Roofers Local No. 75 Pension Fund under EIN 31-1010072 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314093008NAL0022346193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Roofers Local No. 75 Pension Fund
- EIN
- 31-1010072
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,927,853
- Total liabilities (EOY)
- $12,510
- Net assets (EOY)
- $7,915,343
- Employer contributions
- $708,452
- Total income / additions
- $1,774,498
- Benefits paid
- $1,395,006
- Administrative expenses
- $172,909
- Total expenses
- $1,567,915
- Net increase / (decrease)
- $206,583
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Capital Investment Adv | NONE | $31,809 | not reported in the loaded dataset |
| Umr | NONE | $26,999 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $26,850 | not reported in the loaded dataset |
| Ledbetter Partners LLC | NONE | $25,790 | not reported in the loaded dataset |
| Dgperry | NONE | $20,571 | not reported in the loaded dataset |
| Arthur J Gallagher | NONE | $15,060 | not reported in the loaded dataset |