Roofers Union Local No. 33 Thrift Fund — Form 5500 plan (Roofers Union Local No. 33 Thrift Fund Thrift Fd)
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 Thrift Fund is a benefit plan reported by Roofers Union Local No. 33 Thrift Fund Thrift Fd under EIN 04-6358332 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,251 participants and $121,758,530 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Union Local No. 33 Thrift Fund Thrift Fd
- EIN
- 04-6358332
- Plan number
- 001
- Plan type
- 1
- Location
- Stoughton, MA
- Latest filing year
- 2023
- Participants
- 1,251
- End-of-year plan assets
- $121,758,530
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,251 | H, C | 20250714114552NAL0000989937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,758,530
- Total liabilities (EOY)
- $2,623
- Net assets (EOY)
- $121,755,907
- Net assets (BOY)
- $97,670,228
Income & contributions
- Employer contributions
- $9,470,336
- Participant contributions
- $3,827,200
- Total contributions
- $13,301,319
- Total income / additions
- $35,817,155
Expenses & distributions
- Benefits paid
- $11,093,878
- Administrative expenses
- $400,457
- Total expenses
- $11,731,476
- Net increase / (decrease)
- $24,085,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roofers Local 33 Admin Fd | NONE | $222,464 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | NONE | $77,953 | $0 | 2023 |
| Manzi & Associates LLC | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Campana, Sarza & Tatewosian Llp | NONE | $26,350 | not reported in the loaded dataset | 2023 |
| Segal Advisors | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Krakow & Souris | NONE | $10,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Union Local No. 33 Thrift Fund Thrift Fd
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Stoughton, MA
- Roofers Local 33 Admin Fd — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Manzi & Associates LLC — Schedule C compensation
- Campana, Sarza & Tatewosian Llp — Schedule C compensation
- Segal Advisors — Schedule C compensation
- Krakow & Souris — Schedule C compensation