2023 Form 5500 filing — Roofers Health And Welfare Plan
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 20250508175503NAL0009092147001) for Roofers Health And Welfare Plan, reported by Board Of Trustees, Bay Area Roofers Health And Welfare under EIN 94-6074642 and plan number 501. It reports 1,948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250508175503NAL0009092147001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Bay Area Roofers Health And Welfare
- EIN
- 94-6074642
- Plan number
- 501
- Location
- San Jose, CA
- Participants
- 1,948
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,983,766
- Total liabilities (EOY)
- $13,398,162
- Net assets (EOY)
- $27,585,604
- Employer contributions
- $37,384,895
- Participant contributions
- $1,031,588
- Total income / additions
- $41,839,106
- Benefits paid
- $32,751,427
- Administrative expenses
- $1,501,665
- Total expenses
- $34,253,092
- Net increase / (decrease)
- $7,586,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Administrative Services | NONE | $582,436 | not reported in the loaded dataset |
| Anthem Blue Cross Life & Health Ins | NONE | $301,626 | not reported in the loaded dataset |
| Milliman | NONE | $110,304 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $77,929 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE | $53,445 | not reported in the loaded dataset |
| Beat It! Program Inc | NONE | $44,348 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $29,038 | not reported in the loaded dataset |
| American Health Holding, Inc | NONE | $27,265 | not reported in the loaded dataset |
| Ineich & Company, Llp | NONE | $22,877 | not reported in the loaded dataset |
| Compliance Audit Services | NONE | $14,080 | not reported in the loaded dataset |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $12,963 | not reported in the loaded dataset |
| Hinge Health Inc | NONE | $11,940 | not reported in the loaded dataset |