National Roofing Industry Pension Fund — Form 5500 plan (National Roofing Industry Pension Fund Wilson-Mcshane Corporation)
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, National Roofing Industry Pension Fund is a benefit plan reported by National Roofing Industry Pension Fund Wilson-Mcshane Corporation under EIN 36-6157071 and plan number 001. The latest loaded filing year is 2023. The filing reports 30,860 participants and $1,975,715,693 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Roofing Industry Pension Fund Wilson-Mcshane Corporation
- EIN
- 36-6157071
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 30,860
- End-of-year plan assets
- $1,975,715,693
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30,860 | H, C | 20240731113254NAL0012635827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,975,715,693
- Total liabilities (EOY)
- $794,015
- Net assets (EOY)
- $1,974,921,678
- Net assets (BOY)
- $1,829,841,479
Income & contributions
- Employer contributions
- $57,294,488
- Total contributions
- $57,294,488
- Total income / additions
- $264,761,343
Expenses & distributions
- Benefits paid
- $111,261,158
- Administrative expenses
- $8,419,986
- Total expenses
- $119,681,144
- Net increase / (decrease)
- $145,080,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson Mcshane | NONE | $1,553,000 | $17,763 | 2023 |
| Union Labor Life Insurance Company | NONE | $774,671 | $0 | 2023 |
| Ullico Investment Advisors | NONE | $637,618 | not reported in the loaded dataset | 2023 |
| The Boston Company | NONE | $533,942 | $0 | 2023 |
| Lsv Asset Management | NONE | $529,199 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $471,782 | $5,921 | 2023 |
| Castleark Management, LLC | NONE | $459,824 | not reported in the loaded dataset | 2023 |
| Scout Investments | NONE | $270,048 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $252,121 | $5,921 | 2023 |
| Blackrock Institutional Trust | NONE | $222,951 | $0 | 2023 |
| State Street Global Advisors | NONE | $213,858 | $0 | 2023 |
| Callan LLC | NONE | $169,358 | $5,921 | 2023 |
| M&T Bank | NONE | $114,503 | $0 | 2023 |
| Brandywine Global Investment Mgmt | NONE | $113,093 | $0 | 2023 |
| Kirkland & Ellis Llp | NONE | $104,867 | $5,921 | 2023 |
| Marco, Mcguire & Arreola | NONE | $89,114 | $5,921 | 2023 |
| Johnson & Krol, LLC | NONE | $77,263 | not reported in the loaded dataset | 2023 |
| Law Offices Of Robert Bohrer | NONE | $56,507 | $5,921 | 2023 |
| Romolo & Associates | NONE | $31,708 | not reported in the loaded dataset | 2023 |
| Goodrich Business Service, LLC | NONE | $27,215 | not reported in the loaded dataset | 2023 |
| Hartnett, Reyes-Jones, LLC | NONE | $24,533 | not reported in the loaded dataset | 2023 |
| Young Law Office | NONE | $16,950 | not reported in the loaded dataset | 2023 |
| Thomas E. Moss | NONE | $12,180 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $10,044 | not reported in the loaded dataset | 2023 |
| Capital International Inc. | NONE | $8,494 | not reported in the loaded dataset | 2023 |
| Robert Dalsin | TRUSTEE | $0 | $5,921 | 2023 |
| Kinsey Robinson | TRUSTEE | $0 | $5,921 | 2023 |
| James Hadel | TRUSTEE | $0 | $5,921 | 2023 |
| Dan O'Donnell | TRUSTEE | $0 | $5,921 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Roofing Industry Pension Fund Wilson-Mcshane Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson Mcshane — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- The Boston Company — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Castleark Management, LLC — Schedule C compensation
- Scout Investments — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Blackrock Institutional Trust — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Callan LLC — Schedule C compensation
- M&T Bank — Schedule C compensation
- Brandywine Global Investment Mgmt — Schedule C compensation
- Kirkland & Ellis Llp — Schedule C compensation
- Marco, Mcguire & Arreola — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Law Offices Of Robert Bohrer — Schedule C compensation
- Romolo & Associates — Schedule C compensation
- Goodrich Business Service, LLC — Schedule C compensation
- Hartnett, Reyes-Jones, LLC — Schedule C compensation
- Young Law Office — Schedule C compensation
- Thomas E. Moss — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Capital International Inc. — Schedule C compensation
- Robert Dalsin — Schedule C compensation
- Kinsey Robinson — Schedule C compensation
- James Hadel — Schedule C compensation
- Dan O'Donnell — Schedule C compensation