Roofers Local No.9 Supplemental Retirement Plan — Form 5500 plan (Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan)
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 Local No.9 Supplemental Retirement Plan is a benefit plan reported by Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan under EIN 06-1384898 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $11,434,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan
- EIN
- 06-1384898
- Plan number
- 002
- Plan type
- 1
- Location
- East Hartford, CT
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $11,434,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241010152454NAL0034595328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,434,512
- Net assets (EOY)
- $11,434,512
- Net assets (BOY)
- $10,023,919
Income & contributions
- Employer contributions
- $752,641
- Total contributions
- $752,641
- Total income / additions
- $2,187,212
Expenses & distributions
- Benefits paid
- $639,394
- Administrative expenses
- $137,225
- Total expenses
- $776,619
- Net increase / (decrease)
- $1,410,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brescias Printing Service | NONE | $56,983 | not reported in the loaded dataset | 2023 |
| Resources Investment Advisors | NONE | $25,541 | not reported in the loaded dataset | 2023 |
| Reid & Riege, P.C. | NONE | $16,636 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $10,066 | not reported in the loaded dataset | 2023 |
| The Newport Group | NONE | $8,059 | $0 | 2023 |
| Freshtech | not reported in the loaded dataset | $7,828 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $375 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Hartford, CT
- Brescias Printing Service — Schedule C compensation
- Resources Investment Advisors — Schedule C compensation
- Reid & Riege, P.C. — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- The Newport Group — Schedule C compensation
- Freshtech — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation