2023 Form 5500 filing — Roofers Health And Welfare Fund Of Central California
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 20250412102506NAL0015049123001) for Roofers Health And Welfare Fund Of Central California, reported by Board Of Trustees, Roofers Health And Welfare Fund under EIN 91-1882299 and plan number 501. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412102506NAL0015049123001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Roofers Health And Welfare Fund
- EIN
- 91-1882299
- Plan number
- 501
- Location
- Fresno, CA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,667,081
- Total liabilities (EOY)
- $692,815
- Net assets (EOY)
- $5,974,266
- Employer contributions
- $2,001,464
- Participant contributions
- $31,687
- Total income / additions
- $2,423,288
- Benefits paid
- $1,685,753
- Administrative expenses
- $262,114
- Total expenses
- $1,947,867
- Net increase / (decrease)
- $475,421
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Express Scripts | NONE | $116,704 | not reported in the loaded dataset |
| Benefit Administration Corporation | NONE | $50,430 | not reported in the loaded dataset |
| Rael & Letson | NONE | $42,000 | not reported in the loaded dataset |
| Transwestern | NONE | $40,349 | not reported in the loaded dataset |
| Law Office Of Michael E Moss | NONE | $28,125 | not reported in the loaded dataset |
| Neyhart Anderson Flynn & Grosboll | NONE | $23,783 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $23,140 | not reported in the loaded dataset |
| Healthsmart | NONE | $14,368 | not reported in the loaded dataset |
| Strategic Capital Inv Advisors | NONE | $8,000 | not reported in the loaded dataset |
| Henry Chiu, Esq. | NONE | $6,412 | not reported in the loaded dataset |
| Amalgamated Life Insurance Co. | NONE | $5,792 | not reported in the loaded dataset |
| Us Bank | NONE | $5,580 | not reported in the loaded dataset |
| Union Data Systems | NONE | $5,000 | not reported in the loaded dataset |
| Marsh & Mclennan Insurance Agency | NONE | $0 | $0 |