Roofers Local 195 Health & Accident Fund — Form 5500 plan (Roofers Local 195 Health & Accident 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 195 Health & Accident Fund is a benefit plan reported by Roofers Local 195 Health & Accident Fund under EIN 16-6148181 and plan number 501. The latest loaded filing year is 2023. The filing reports 210 participants and $2,373,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local 195 Health & Accident Fund
- EIN
- 16-6148181
- Plan number
- 501
- Plan type
- 1
- Location
- Liverpool, NY
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $2,373,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20250227140218NAL0002219345002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,373,600
- Total liabilities (EOY)
- $134,309
- Net assets (EOY)
- $2,239,291
- Net assets (BOY)
- $1,886,772
Income & contributions
- Employer contributions
- $2,877,916
- Participant contributions
- $14,734
- Total contributions
- $2,892,650
- Total income / additions
- $3,292,007
Expenses & distributions
- Benefits paid
- $2,274,824
- Administrative expenses
- $664,664
- Total expenses
- $2,939,488
- Net increase / (decrease)
- $352,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Patricia Redhead | PLAN ADMINISTRATOR | $125,000 | not reported in the loaded dataset | 2023 |
| Brenda Dann | EMPLOYEE | $59,315 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $33,269 | not reported in the loaded dataset | 2023 |
| Angela Champion | EMPLOYEE | $30,696 | not reported in the loaded dataset | 2023 |
| Blitman & King Llp | NONE | $19,314 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $17,400 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | NONE | $12,050 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $10,304 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy And Associates | NONE | $9,875 | not reported in the loaded dataset | 2023 |
| Tpa Consulting Services | NONE | $9,829 | not reported in the loaded dataset | 2023 |
| Cassidy Chappini | EMPLOYEE | $8,480 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local 195 Health & Accident Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Liverpool, NY
- Patricia Redhead — Schedule C compensation
- Brenda Dann — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Angela Champion — Schedule C compensation
- Blitman & King Llp — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Joseph W. Mccarthy And Associates — Schedule C compensation
- Tpa Consulting Services — Schedule C compensation
- Cassidy Chappini — Schedule C compensation