Indiana State Council Of Roofers Trust For Health And Welfare — Form 5500 plan (Indiana State Council Of Roofers Trust For Health And Welfare)
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, Indiana State Council Of Roofers Trust For Health And Welfare is a benefit plan reported by Indiana State Council Of Roofers Trust For Health And Welfare under EIN 23-7067814 and plan number 501. The latest loaded filing year is 2023. The filing reports 6,095 participants and $249,572,533 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana State Council Of Roofers Trust For Health And Welfare
- EIN
- 23-7067814
- Plan number
- 501
- Plan type
- 1
- Location
- Lafayette, IN
- Latest filing year
- 2023
- Participants
- 6,095
- End-of-year plan assets
- $249,572,533
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,095 | H, C | 20250609125129NAL0012304323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $249,572,533
- Total liabilities (EOY)
- $1,955,185
- Net assets (EOY)
- $247,617,348
- Net assets (BOY)
- $214,693,582
Income & contributions
- Employer contributions
- $80,631,713
- Participant contributions
- $5,752,677
- Total contributions
- $86,384,390
- Total income / additions
- $109,383,980
Expenses & distributions
- Benefits paid
- $71,967,166
- Administrative expenses
- $4,493,048
- Total expenses
- $76,460,214
- Net increase / (decrease)
- $32,923,766
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $2,665,008 | not reported in the loaded dataset | 2023 |
| S. C. Miller & Co. Inc | NONE | $2,656,644 | not reported in the loaded dataset | 2023 |
| Hines & Associates | NONE | $488,124 | not reported in the loaded dataset | 2023 |
| National Investment Services, Inc. | NONE | $212,326 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $210,516 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones LLC | NONE | $133,400 | not reported in the loaded dataset | 2023 |
| Barings | NONE | $128,282 | not reported in the loaded dataset | 2023 |
| Ifm Global Infrastructure Fund | NONE | $127,153 | not reported in the loaded dataset | 2023 |
| Michael Ledbetter, LLC | NONE | $123,846 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $77,005 | not reported in the loaded dataset | 2023 |
| Romolo & Associates | NONE | $73,488 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $68,850 | not reported in the loaded dataset | 2023 |
| Docustream | NONE | $35,832 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Amalgamated | NONE | $9,906 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $6,395 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana State Council Of Roofers Trust For Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Lafayette, IN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- S. C. Miller & Co. Inc — Schedule C compensation
- Hines & Associates — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation
- Hartnett Reyes-Jones LLC — Schedule C compensation
- Barings — Schedule C compensation
- Ifm Global Infrastructure Fund — Schedule C compensation
- Michael Ledbetter, LLC — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Romolo & Associates — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Docustream — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Amalgamated — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation