Roofers Local No. 74/ No. 203 Pension Plan — Form 5500 plan (Board Of Trustees, Roofers Local No. 74/No. 203 Pension 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. 74/ No. 203 Pension Plan is a benefit plan reported by Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund under EIN 16-6062398 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $71,384,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund
- EIN
- 16-6062398
- Plan number
- 001
- Plan type
- 1
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $71,384,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20250407054507NAL0032189138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,384,923
- Total liabilities (EOY)
- $5,177,191
- Net assets (EOY)
- $66,207,732
- Net assets (BOY)
- $61,245,923
Income & contributions
- Employer contributions
- $3,419,192
- Total contributions
- $3,419,192
- Total income / additions
- $11,296,068
Expenses & distributions
- Benefits paid
- $5,769,839
- Administrative expenses
- $564,420
- Total expenses
- $6,334,259
- Net increase / (decrease)
- $4,961,809
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $153,196 | $0 | 2023 |
| Luke Baecker | EMPLOYEE | $46,341 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group | NONE | $37,850 | not reported in the loaded dataset | 2023 |
| Equity Investment Corporation | NONE | $31,240 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey, Cpas | NONE | $29,122 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services | NONE | $26,088 | not reported in the loaded dataset | 2023 |
| Thomas White International Ltd. | NONE | $24,327 | not reported in the loaded dataset | 2023 |
| Edge | NONE | $23,887 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $21,554 | not reported in the loaded dataset | 2023 |
| Capital Research And Management Co | NONE | $16,384 | not reported in the loaded dataset | 2023 |
| Lipsitz Green Scime & Cambria | NONE | $8,101 | not reported in the loaded dataset | 2023 |
| Invesco Advisors, Inc. | NONE | $6,196 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Roofers Local No. 74/No. 203 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Seneca, NY
- Ubs Financial Services, Inc. — Schedule C compensation
- Luke Baecker — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Equity Investment Corporation — Schedule C compensation
- Arcara Lenda Eusanio & Stacey, Cpas — Schedule C compensation
- Sage Advisory Services — Schedule C compensation
- Thomas White International Ltd. — Schedule C compensation
- Edge — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation
- Lipsitz Green Scime & Cambria — Schedule C compensation
- Invesco Advisors, Inc. — Schedule C compensation