United Union Of Roofers - Local 8 Pension Fund — Form 5500 plan (United Union Of Roofers - Local 8 Pension Fund - Board Of Trustees)
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, United Union Of Roofers - Local 8 Pension Fund is a benefit plan reported by United Union Of Roofers - Local 8 Pension Fund - Board Of Trustees under EIN 11-6003399 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,800 participants and $100,651,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Union Of Roofers - Local 8 Pension Fund - Board Of Trustees
- EIN
- 11-6003399
- Plan number
- 006
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,800
- End-of-year plan assets
- $100,651,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,800 | H, C | 20241014194146NAL0028173857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,651,094
- Total liabilities (EOY)
- $16,068
- Net assets (EOY)
- $100,635,026
- Net assets (BOY)
- $86,373,508
Income & contributions
- Employer contributions
- $7,340,243
- Total contributions
- $7,340,243
- Total income / additions
- $17,988,977
Expenses & distributions
- Benefits paid
- $3,060,421
- Administrative expenses
- $667,038
- Total expenses
- $3,727,459
- Net increase / (decrease)
- $14,261,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $113,352 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $97,038 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $62,755 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $53,784 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $51,389 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $42,015 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $37,410 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants | NONE | $32,508 | not reported in the loaded dataset | 2023 |
| Old Glory | NONE | $25,813 | not reported in the loaded dataset | 2023 |
| William Rothberg, Esq. | NONE | $16,400 | not reported in the loaded dataset | 2023 |
| Western Asset Management Company | NONE | $16,400 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $12,328 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $7,094 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Union Of Roofers - Local 8 Pension Fund - Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Zenith American Solutions — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Segal Company — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- Prudential — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Quan-Vest Consultants — Schedule C compensation
- Old Glory — Schedule C compensation
- William Rothberg, Esq. — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation