Roofers Union Local No. 33 Insurance Fund — Form 5500 plan (Roofers Union Local No. 33 Insurance 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 Insurance Fund is a benefit plan reported by Roofers Union Local No. 33 Insurance Fund under EIN 04-6148460 and plan number 501. The latest loaded filing year is 2023. The filing reports 734 participants and $10,265,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Union Local No. 33 Insurance Fund
- EIN
- 04-6148460
- Plan number
- 501
- Plan type
- 1
- Location
- Stoughton, MA
- Latest filing year
- 2023
- Participants
- 734
- End-of-year plan assets
- $10,265,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 734 | H, C | 20241015163940NAL0050492192002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,265,345
- Total liabilities (EOY)
- $816,828
- Net assets (EOY)
- $9,448,517
- Net assets (BOY)
- $8,888,678
Income & contributions
- Employer contributions
- $13,093,965
- Participant contributions
- $385,478
- Total contributions
- $13,479,443
- Total income / additions
- $13,805,418
Expenses & distributions
- Benefits paid
- $11,866,591
- Administrative expenses
- $1,378,988
- Total expenses
- $13,245,579
- Net increase / (decrease)
- $559,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Mass, Inc | NONE | $424,409 | $0 | 2023 |
| Roofers Union Local No. 3 Admistr | JOINT OPERATING FUND | $145,125 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $43,733 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Insurance Service | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Campana, Sarza & Tatewosian, Llp | NONE | $25,175 | not reported in the loaded dataset | 2023 |
| Hilb Group Of New England | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Krakow & Souris | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| U.S. Real Estate Investment Fund | NONE | $15,559 | $0 | 2023 |
| Segal Advisors, Inc. | NONE | $5,500 | not reported in the loaded dataset | 2023 |
| Afl-Cio Housing Investment Trust | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Union Local No. 33 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Stoughton, MA
- Blue Cross Blue Shield Of Mass, Inc — Schedule C compensation
- Roofers Union Local No. 3 Admistr — Schedule C compensation
- Delta Dental — Schedule C compensation
- Cbiz Benefits & Insurance Service — Schedule C compensation
- Campana, Sarza & Tatewosian, Llp — Schedule C compensation
- Hilb Group Of New England — Schedule C compensation
- Krakow & Souris — Schedule C compensation
- U.S. Real Estate Investment Fund — Schedule C compensation
- Segal Advisors, Inc. — Schedule C compensation
- Afl-Cio Housing Investment Trust — Schedule C compensation