United Union Of Roofers, Waterproofers And Allied Workers, Local No. 44 Pension Plan — Form 5500 plan (United Union Of Roofers, Waterproofers And Allied Workers, Local No.)
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, United Union Of Roofers, Waterproofers And Allied Workers, Local No. 44 Pension Plan is a benefit plan reported by United Union Of Roofers, Waterproofers And Allied Workers, Local No. under EIN 34-6611397 and plan number 001. The latest loaded filing year is 2023. The filing reports 678 participants and $93,949,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Union Of Roofers, Waterproofers And Allied Workers, Local No.
- EIN
- 34-6611397
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 678
- End-of-year plan assets
- $93,949,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 678 | H, C | 20250218182829NAL0003388257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,949,419
- Total liabilities (EOY)
- $5,724
- Net assets (EOY)
- $93,943,695
- Net assets (BOY)
- $89,360,760
Income & contributions
- Employer contributions
- $3,577,699
- Total contributions
- $3,577,699
- Total income / additions
- $11,492,212
Expenses & distributions
- Benefits paid
- $6,289,624
- Administrative expenses
- $619,653
- Total expenses
- $6,909,277
- Net increase / (decrease)
- $4,582,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 44 Fringe Benefit Funds | not reported in the loaded dataset | $146,000 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | not reported in the loaded dataset | $100,439 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | not reported in the loaded dataset | $55,107 | not reported in the loaded dataset | 2023 |
| Ullico Inc | not reported in the loaded dataset | $49,128 | not reported in the loaded dataset | 2023 |
| Pnc Bank | not reported in the loaded dataset | $48,514 | not reported in the loaded dataset | 2023 |
| Edgewood Capital Management | not reported in the loaded dataset | $40,170 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | not reported in the loaded dataset | $40,075 | not reported in the loaded dataset | 2023 |
| Boston Trust Co | not reported in the loaded dataset | $35,838 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $35,755 | not reported in the loaded dataset | 2023 |
| Pofok Crampton LLC | not reported in the loaded dataset | $12,806 | not reported in the loaded dataset | 2023 |
| K. Pakeltis & Company | not reported in the loaded dataset | $9,575 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Union Of Roofers, Waterproofers And Allied Workers, Local No.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Local 44 Fringe Benefit Funds — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Ullico Inc — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Edgewood Capital Management — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Boston Trust Co — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Pofok Crampton LLC — Schedule C compensation
- K. Pakeltis & Company — Schedule C compensation