Roofers Local No. 86 Pension Fund — Form 5500 plan (Board Of Trustees, Roofers Local Union No. 86 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. 86 Pension Fund is a benefit plan reported by Board Of Trustees, Roofers Local Union No. 86 Pension Fund under EIN 31-6127876 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $15,432,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Roofers Local Union No. 86 Pension Fund
- EIN
- 31-6127876
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $15,432,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20250215113006NAL0025693441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,432,660
- Total liabilities (EOY)
- $16,972
- Net assets (EOY)
- $15,415,688
- Net assets (BOY)
- $13,728,540
Income & contributions
- Employer contributions
- $1,015,474
- Total contributions
- $1,015,474
- Total income / additions
- $2,552,750
Expenses & distributions
- Benefits paid
- $704,736
- Administrative expenses
- $160,866
- Total expenses
- $865,602
- Net increase / (decrease)
- $1,687,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Solxsys Administrative Solutions | NONE | $28,896 | not reported in the loaded dataset | 2023 |
| Ledbetter Partners LLC | NONE | $27,281 | not reported in the loaded dataset | 2023 |
| Standard Valuations, Inc. | NONE | $26,500 | not reported in the loaded dataset | 2023 |
| Cuni, Rust & Strenk, Inc. | NONE | $20,300 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $14,521 | not reported in the loaded dataset | 2023 |
| New Tower Trust Co. | NONE | $12,923 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | NONE | $5,162 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Roofers Local Union No. 86 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Solxsys Administrative Solutions — Schedule C compensation
- Ledbetter Partners LLC — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Cuni, Rust & Strenk, Inc. — Schedule C compensation
- Dgperry — Schedule C compensation
- New Tower Trust Co. — Schedule C compensation
- Fifth Third Bank — Schedule C compensation