Roofers Local No. 96 Health And Welfare Fund — Form 5500 plan (Trustees Of Roofers Local No. 96 Health And Welfare 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. 96 Health And Welfare Fund is a benefit plan reported by Trustees Of Roofers Local No. 96 Health And Welfare Fund under EIN 23-7159947 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,222 participants and $28,736,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Roofers Local No. 96 Health And Welfare Fund
- EIN
- 23-7159947
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 1,222
- End-of-year plan assets
- $28,736,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,222 | H, C | 20250915164357NAL0002112912002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,736,198
- Total liabilities (EOY)
- $1,645,970
- Net assets (EOY)
- $27,090,228
- Net assets (BOY)
- $21,434,596
Income & contributions
- Employer contributions
- $19,332,483
- Participant contributions
- $744,012
- Total contributions
- $20,076,495
- Total income / additions
- $24,694,861
Expenses & distributions
- Benefits paid
- $18,075,495
- Administrative expenses
- $963,734
- Total expenses
- $19,039,229
- Net increase / (decrease)
- $5,655,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $669,440 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Mn | NONE | $330,089 | $12,192 | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $84,586 | not reported in the loaded dataset | 2023 |
| Mairs & Power, Inc. | NONE | $67,809 | $0 | 2023 |
| The Segal Company | NONE | $67,082 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $32,083 | not reported in the loaded dataset | 2023 |
| Team, Inc. | NONE | $28,524 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $28,221 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $21,613 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $10,727 | $0 | 2023 |
| Frsecure | NONE | $6,250 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $6,043 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Roofers Local No. 96 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Blue Cross Blue Shield Of Mn — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Mairs & Power, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation
- Team, Inc. — Schedule C compensation
- Express Scripts — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Frsecure — Schedule C compensation
- Union Bank & Trust — Schedule C compensation