Roofers & Slaters Local Union No. 248 Annuity And 401(K) Savings Fund — Form 5500 plan (Roofers & Slaters Local Union No. 248)
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 & Slaters Local Union No. 248 Annuity And 401(K) Savings Fund is a benefit plan reported by Roofers & Slaters Local Union No. 248 under EIN 04-2636807 and plan number 003. The latest loaded filing year is 2023. The filing reports 74 participants and $5,252,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers & Slaters Local Union No. 248
- EIN
- 04-2636807
- Plan number
- 003
- Plan type
- 1
- Location
- Westfield, MA
- Latest filing year
- 2023
- Participants
- 74
- End-of-year plan assets
- $5,252,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | H, C | 20250910095822NAL0035326912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,252,069
- Total liabilities (EOY)
- $8,571
- Net assets (EOY)
- $5,243,498
- Net assets (BOY)
- $4,383,750
Income & contributions
- Employer contributions
- $413,222
- Participant contributions
- $21,738
- Total contributions
- $466,808
- Total income / additions
- $1,456,143
Expenses & distributions
- Benefits paid
- $489,288
- Administrative expenses
- $70,714
- Total expenses
- $596,395
- Net increase / (decrease)
- $859,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lapier, Dillon And Associates, P.C. | AUDITORS | $11,552 | not reported in the loaded dataset | 2023 |
| John Hancock Usa | RECORDKEEPER | $3,899 | $0 | 2023 |