United Union Of Roofers - Local 8 Annuity Fund — Form 5500 plan (United Union Of Roofers Local 8 Annuity 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, United Union Of Roofers - Local 8 Annuity Fund is a benefit plan reported by United Union Of Roofers Local 8 Annuity Fund under EIN 11-6011299 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,407 participants and $171,344,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Union Of Roofers Local 8 Annuity Fund
- EIN
- 11-6011299
- Plan number
- 004
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 3,407
- End-of-year plan assets
- $171,344,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,407 | H, C | 20241014194146NAL0028173857002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $171,344,395
- Total liabilities (EOY)
- $254,209
- Net assets (EOY)
- $171,090,186
- Net assets (BOY)
- $156,050,902
Income & contributions
- Employer contributions
- $17,525,405
- Total contributions
- $17,525,405
- Total income / additions
- $29,915,938
Expenses & distributions
- Benefits paid
- $13,841,971
- Administrative expenses
- $1,034,683
- Total expenses
- $14,876,654
- Net increase / (decrease)
- $15,039,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old Glory Asset Management LLC | NONE | $202,161 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $191,098 | not reported in the loaded dataset | 2023 |
| Prudential Retirement Ins & Annuity | NONE | $148,365 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $90,624 | not reported in the loaded dataset | 2023 |
| Quanvest Consultants | NONE | $58,200 | not reported in the loaded dataset | 2023 |
| Foundry Partners LLC | NONE | $50,231 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $45,198 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $43,870 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $39,897 | not reported in the loaded dataset | 2023 |
| William Rothberg, P.C. | NONE | $34,600 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $26,012 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $5,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Union Of Roofers Local 8 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Old Glory Asset Management LLC — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Prudential Retirement Ins & Annuity — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Quanvest Consultants — Schedule C compensation
- Foundry Partners LLC — Schedule C compensation
- Mspc — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- William Rothberg, P.C. — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- The Segal Company — Schedule C compensation