2023 Form 5500 filing — Local 522 Pension Fund Roofers Division
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 20250411180526NAL0023695617001) for Local 522 Pension Fund Roofers Division, reported by Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division under EIN 11-6158900 and plan number 001. It reports 945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411180526NAL0023695617001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division
- EIN
- 11-6158900
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,802,389
- Total liabilities (EOY)
- $138,586
- Net assets (EOY)
- $36,663,803
- Employer contributions
- $1,058,203
- Total income / additions
- $5,114,755
- Benefits paid
- $1,119,686
- Administrative expenses
- $274,553
- Total expenses
- $1,394,239
- Net increase / (decrease)
- $3,720,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Teamster Fund | NONE | $61,335 | not reported in the loaded dataset |
| Cherion, Inc. | NONE | $61,187 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $28,311 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $28,100 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $22,500 | not reported in the loaded dataset |
| Cary Kane, Llp | NONE | $14,807 | not reported in the loaded dataset |
| Pbi Research Services | NONE | $7,152 | not reported in the loaded dataset |
| Bridgeway Technologies | NONE | $5,345 | not reported in the loaded dataset |