Roofers Union Local No.33 Pension Fund — Form 5500 plan (Roofers Union Local No.33 Pension Fund)
Plain-English plan 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, Roofers Union Local No.33 Pension Fund is a benefit plan reported by Roofers Union Local No.33 Pension Fund under EIN 04-2228135 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,001 participants and $121,528,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Union Local No.33 Pension Fund
- EIN
- 04-2228135
- Plan number
- 001
- Plan type
- 1
- Location
- Stoughton, MA
- Latest filing year
- 2023
- Participants
- 1,001
- End-of-year plan assets
- $121,528,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,001 | H, C | 20241015173044NAL0015174339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,528,502
- Total liabilities (EOY)
- $18,946
- Net assets (EOY)
- $121,509,556
- Net assets (BOY)
- $107,129,345
Income & contributions
- Employer contributions
- $9,582,441
- Total contributions
- $9,582,441
- Total income / additions
- $21,779,490
Expenses & distributions
- Benefits paid
- $6,963,697
- Administrative expenses
- $435,582
- Total expenses
- $7,399,279
- Net increase / (decrease)
- $14,380,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Trust Investor Svcs Group | NONE | $76,283 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company - Mept | NONE | $52,520 | not reported in the loaded dataset | 2023 |
| Jennison U.S. Small Cap Equity | NONE | $50,726 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Siguler Guff Small Buyout Op Fd V | NONE | $43,200 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Services | NONE | $38,033 | not reported in the loaded dataset | 2023 |
| Campana, Sarza & Tatewosian, Llp | NONE | $25,920 | not reported in the loaded dataset | 2023 |
| Siguler Guff Small Buyout Op Fd Iv | NONE | $25,390 | not reported in the loaded dataset | 2023 |
| Krakow,Souris & Landry,LLC | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Viii | NONE | $14,226 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $11,243 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Iii | NONE | $8,450 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Union Local No.33 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Stoughton, MA
- Northern Trust Investor Svcs Group — Schedule C compensation
- Newtower Trust Company - Mept — Schedule C compensation
- Jennison U.S. Small Cap Equity — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Siguler Guff Small Buyout Op Fd V — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Campana, Sarza & Tatewosian, Llp — Schedule C compensation
- Siguler Guff Small Buyout Op Fd Iv — Schedule C compensation
- Krakow,Souris & Landry,LLC — Schedule C compensation
- Hamilton Lane Viii — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Hamilton Lane Iii — Schedule C compensation
- Amalgamated Bank — Schedule C compensation