National Roofing Industry Supplemental Pension Plan — Form 5500 plan (Trustees Of National Roofing Industry Supplemental 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, National Roofing Industry Supplemental Pension Plan is a benefit plan reported by Trustees Of National Roofing Industry Supplemental Pension Plan under EIN 36-6157071 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,531 participants and $190,918,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of National Roofing Industry Supplemental Pension Plan
- EIN
- 36-6157071
- Plan number
- 002
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 8,531
- End-of-year plan assets
- $190,918,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,531 | H, C | 20240731113339NAL0012636243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $190,918,802
- Total liabilities (EOY)
- $304,417
- Net assets (EOY)
- $190,614,385
- Net assets (BOY)
- $144,781,170
Income & contributions
- Employer contributions
- $28,356,629
- Total contributions
- $28,356,679
- Total income / additions
- $50,963,711
Expenses & distributions
- Benefits paid
- $4,567,784
- Administrative expenses
- $562,712
- Total expenses
- $5,130,496
- Net increase / (decrease)
- $45,833,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eb Management | NONE | $269,778 | not reported in the loaded dataset | 2023 |
| Callan | NONE | $82,304 | not reported in the loaded dataset | 2023 |
| M&T Bank | NONE | $73,775 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $48,004 | not reported in the loaded dataset | 2023 |
| Copeland Capital Management, LLC | NONE | $46,457 | not reported in the loaded dataset | 2023 |
| Marco, Mcguire, & Arreola | NONE | $10,988 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane | NONE | $8,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of National Roofing Industry Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Eb Management — Schedule C compensation
- Callan — Schedule C compensation
- M&T Bank — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Copeland Capital Management, LLC — Schedule C compensation
- Marco, Mcguire, & Arreola — Schedule C compensation
- Wilson-Mcshane — Schedule C compensation