2023 Form 5500 filing — Roofers Union Local No. 33 Thrift 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 20250714114552NAL0000989937001) for Roofers Union Local No. 33 Thrift Fund, reported by Roofers Union Local No. 33 Thrift Fund Thrift Fd under EIN 04-6358332 and plan number 001. It reports 1,251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714114552NAL0000989937001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Union Local No. 33 Thrift Fund Thrift Fd
- EIN
- 04-6358332
- Plan number
- 001
- Location
- Stoughton, MA
- Participants
- 1,251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,758,530
- Total liabilities (EOY)
- $2,623
- Net assets (EOY)
- $121,755,907
- Employer contributions
- $9,470,336
- Participant contributions
- $3,827,200
- Total income / additions
- $35,817,155
- Benefits paid
- $11,093,878
- Administrative expenses
- $400,457
- Total expenses
- $11,731,476
- Net increase / (decrease)
- $24,085,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roofers Local 33 Admin Fd | NONE | $222,464 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | NONE | $77,953 | $0 |
| Manzi & Associates LLC | NONE | $27,500 | not reported in the loaded dataset |
| Campana, Sarza & Tatewosian Llp | NONE | $26,350 | not reported in the loaded dataset |
| Segal Advisors | NONE | $13,125 | not reported in the loaded dataset |
| Krakow & Souris | NONE | $10,750 | not reported in the loaded dataset |