2023 Form 5500 filing — Roofers Local 20 Health And Welfare 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 20250411141410NAL0014155059001) for Roofers Local 20 Health And Welfare Fund, reported by Roofers Local 20 Health And Welfare Fund under EIN 44-6013920 and plan number 501. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411141410NAL0014155059001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local 20 Health And Welfare Fund
- EIN
- 44-6013920
- Plan number
- 501
- Location
- Raytown, MO
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,177,910
- Total liabilities (EOY)
- $864,714
- Net assets (EOY)
- $10,313,196
- Employer contributions
- $8,674,494
- Participant contributions
- $231,302
- Total income / additions
- $10,013,352
- Benefits paid
- $8,845,530
- Administrative expenses
- $1,189,147
- Total expenses
- $10,034,677
- Net increase / (decrease)
- -$21,325
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Michelle Ross | PLAN EMPLOYEE | $88,362 | not reported in the loaded dataset |
| Lockton Companies LLC | CNSULTANT | $67,901 | not reported in the loaded dataset |
| Stacie Baker | PLAN EMPLOYEE | $50,369 | not reported in the loaded dataset |
| Financial Counselors | INVESTMENT MANAGER | $48,249 | not reported in the loaded dataset |
| Mallory Burnette | PLAN EMPLOYEE | $41,890 | not reported in the loaded dataset |
| Rouse, Frets, White, Goss, Gentile, | FUND LEGAL COUNSEL | $32,763 | not reported in the loaded dataset |
| Haynes Benefits | FUND LEGAL COUNSEL | $31,867 | not reported in the loaded dataset |
| Onsite Logic | SOFTWARE PROVIDER | $28,026 | not reported in the loaded dataset |
| Accounting Solutions Group LLC | FUND AUDITOR | $25,000 | not reported in the loaded dataset |
| Scs Cpa'S Pa | FUND AUDITOR | $23,000 | not reported in the loaded dataset |
| Prudential Insurance Company | INSURER | $11,411 | $4,365 |
| Horizon Actuarial | PLAN ACTUARY | $7,500 | not reported in the loaded dataset |