Composition Roofers #4 Annuity Fund — Form 5500 plan (Composition Roofers Local #4 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, Composition Roofers #4 Annuity Fund is a benefit plan reported by Composition Roofers Local #4 Annuity Fund under EIN 22-2405101 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $22,653,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Composition Roofers Local #4 Annuity Fund
- EIN
- 22-2405101
- Plan number
- 001
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $22,653,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20240626103648NAL0012054768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,653,218
- Total liabilities (EOY)
- $24,702
- Net assets (EOY)
- $22,628,516
- Net assets (BOY)
- $24,271,472
Income & contributions
- Employer contributions
- $580,584
- Total contributions
- $580,584
- Total income / additions
- $1,958,786
Expenses & distributions
- Benefits paid
- $3,450,943
- Administrative expenses
- $150,799
- Total expenses
- $3,601,742
- Net increase / (decrease)
- -$1,642,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential | NONE | $52,737 | not reported in the loaded dataset | 2023 |
| I.E. Shaffer | NONE | $29,025 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $26,780 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $9,300 | not reported in the loaded dataset | 2023 |
| Cohen, Leder, Montalbano & Grossman | NONE | $7,849 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services, LLC | NONE | $5,350 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Composition Roofers Local #4 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Prudential — Schedule C compensation
- I.E. Shaffer — Schedule C compensation
- Mspc — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Cohen, Leder, Montalbano & Grossman — Schedule C compensation
- Summit Actuarial Services, LLC — Schedule C compensation