Roofers Local No. 9 Health Plan — Form 5500 plan (Board Of Trustees- Roofers Local No. 9 Health 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 Local No. 9 Health Plan is a benefit plan reported by Board Of Trustees- Roofers Local No. 9 Health Fund under EIN 06-6061613 and plan number 502. The latest loaded filing year is 2023. The filing reports 188 participants and $4,266,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees- Roofers Local No. 9 Health Fund
- EIN
- 06-6061613
- Plan number
- 502
- Plan type
- 1
- Location
- East Hartford, CT
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $4,266,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241010151446NAL0021318849002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,266,615
- Net assets (EOY)
- $4,266,615
- Net assets (BOY)
- $4,355,141
Income & contributions
- Employer contributions
- $3,116,254
- Participant contributions
- $23,240
- Total contributions
- $3,139,494
- Total income / additions
- $3,906,672
Expenses & distributions
- Benefits paid
- $3,717,015
- Administrative expenses
- $278,183
- Total expenses
- $3,995,198
- Net increase / (decrease)
- -$88,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brescia Printing | NONE | $63,890 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross & Blue Shield | NONE | $54,343 | $0 | 2023 |
| Segal Consulting | NONE | $27,686 | not reported in the loaded dataset | 2023 |
| Wright Investors | NONE | $17,805 | not reported in the loaded dataset | 2023 |
| Reid & Reige, P.C. | NONE | $15,873 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $15,830 | not reported in the loaded dataset | 2023 |
| Agilis Partners, LLC | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Freshtech | not reported in the loaded dataset | $9,613 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees- Roofers Local No. 9 Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Hartford, CT
- Brescia Printing — Schedule C compensation
- Anthem Blue Cross & Blue Shield — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Wright Investors — Schedule C compensation
- Reid & Reige, P.C. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Agilis Partners, LLC — Schedule C compensation
- Freshtech — Schedule C compensation