Roofers Local Union No. 71 Pension Plan — Form 5500 plan (Roofers Local Union No. 71 Pension Plan)
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 Union No. 71 Pension Plan is a benefit plan reported by Roofers Local Union No. 71 Pension Plan under EIN 34-6628427 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $21,366,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local Union No. 71 Pension Plan
- EIN
- 34-6628427
- Plan number
- 001
- Plan type
- 1
- Location
- Canfield, OH
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $21,366,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20250410091507NAL0023992785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,366,323
- Total liabilities (EOY)
- $9,493
- Net assets (EOY)
- $21,356,830
- Net assets (BOY)
- $20,423,136
Income & contributions
- Employer contributions
- $714,690
- Total contributions
- $714,690
- Total income / additions
- $2,789,253
Expenses & distributions
- Benefits paid
- $1,688,944
- Administrative expenses
- $166,615
- Total expenses
- $1,855,559
- Net increase / (decrease)
- $933,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acrisure | ACTUARY | $32,188 | not reported in the loaded dataset | 2023 |
| American Realty Adivisors | INVESTMENT CUSTODIAN | $27,348 | not reported in the loaded dataset | 2023 |
| Benesys | THIRD PARTY ADMINISTRATOR | $26,795 | not reported in the loaded dataset | 2023 |
| Mariner Institutional LLC | INVESTMENT CONSULTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | ATTORNEY | $15,852 | not reported in the loaded dataset | 2023 |
| Yurchyk & Davis Cpas Inc. | AUDITOR | $10,900 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $8,814 | not reported in the loaded dataset | 2023 |
| Pbgc Premium | NONE | $7,595 | not reported in the loaded dataset | 2023 |
| Mahoning Trumbull Shenango Central | COLLECTION FUND | $7,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local Union No. 71 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canfield, OH
- Acrisure — Schedule C compensation
- American Realty Adivisors — Schedule C compensation
- Benesys — Schedule C compensation
- Mariner Institutional LLC — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation
- Yurchyk & Davis Cpas Inc. — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- Pbgc Premium — Schedule C compensation
- Mahoning Trumbull Shenango Central — Schedule C compensation