Union Of Roofers, Waterproofers & Allied Workers, Local No. 44 Welfare Fund — Form 5500 plan (Union Of Roofers, Waterproofers & Allied Workers, Local 44 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, Union Of Roofers, Waterproofers & Allied Workers, Local No. 44 Welfare Fund is a benefit plan reported by Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare under EIN 34-6621298 and plan number 501. The latest loaded filing year is 2023. The filing reports 272 participants and $3,275,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare
- EIN
- 34-6621298
- Plan number
- 501
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $3,275,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20250218182210NAL0003148337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,275,507
- Total liabilities (EOY)
- $4,942,481
- Net assets (EOY)
- -$1,666,974
- Net assets (BOY)
- -$1,691,543
Income & contributions
- Employer contributions
- $3,710,220
- Participant contributions
- $146,248
- Total contributions
- $3,856,468
- Total income / additions
- $3,974,314
Expenses & distributions
- Benefits paid
- $3,551,576
- Administrative expenses
- $398,169
- Total expenses
- $3,949,745
- Net increase / (decrease)
- $24,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Local 44 Fringe Benefits | ADMINISTRATOR | $219,000 | not reported in the loaded dataset | 2023 |
| Pofok Crampton LLC | not reported in the loaded dataset | $32,749 | not reported in the loaded dataset | 2023 |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $24,551 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $21,333 | not reported in the loaded dataset | 2023 |
| K. Pakeltis & Company | not reported in the loaded dataset | $17,215 | not reported in the loaded dataset | 2023 |
| Assured Partners | not reported in the loaded dataset | $8,083 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Local 44 Fringe Benefits — Schedule C compensation
- Pofok Crampton LLC — Schedule C compensation
- Ciuni & Panichi, Inc. — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- K. Pakeltis & Company — Schedule C compensation
- Assured Partners — Schedule C compensation