2023 Form 5500 filing — Roofers Local No. 241 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 20250415145727NAL0005810144005) for Roofers Local No. 241 Pension Fund, reported by Roofers Local No. 241 Pension Fund under EIN 51-6125180 and plan number 001. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415145727NAL0005810144005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local No. 241 Pension Fund
- EIN
- 51-6125180
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 372
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,151,496
- Total liabilities (EOY)
- $106,194
- Net assets (EOY)
- $36,045,302
- Employer contributions
- $2,649,034
- Total income / additions
- $5,798,355
- Benefits paid
- $1,750,185
- Administrative expenses
- $389,500
- Total expenses
- $2,139,685
- Net increase / (decrease)
- $3,658,670
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $194,524 | not reported in the loaded dataset |
| O'Sullivan Associates | CONSULTANT | $28,900 | not reported in the loaded dataset |
| Corbin Capital Partners, L.P. | NONE | $16,182 | $0 |
| D'Arcangelo & Co., Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset |
| Hgk Asset Management | NONE | $12,637 | $0 |
| Boyd Watterson Asset Management LLC | NONE | $12,460 | not reported in the loaded dataset |
| Cep Consultants, Inc | NONE | $9,500 | not reported in the loaded dataset |
| Lipsitz, Green, Scime, Cambria | NONE | $7,360 | not reported in the loaded dataset |
| Union Labor Life Insurance Co. | NONE | $6,529 | $0 |
| Timothy Bare | CONSULTANT | $5,875 | not reported in the loaded dataset |