Roofers Local #2 Supplemental Pension Plan — Form 5500 plan (Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2)
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 #2 Supplemental Pension Plan is a benefit plan reported by Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2 under EIN 43-1927886 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,627 participants and $77,577,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2
- EIN
- 43-1927886
- Plan number
- 001
- Plan type
- 1
- Location
- Maryland Heights, MO
- Latest filing year
- 2023
- Participants
- 2,627
- End-of-year plan assets
- $77,577,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,627 | H, C | 20241122144511NAL0001812529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,577,029
- Total liabilities (EOY)
- $44,580
- Net assets (EOY)
- $77,532,449
- Net assets (BOY)
- $66,546,073
Income & contributions
- Employer contributions
- $5,151,161
- Total contributions
- $5,151,161
- Total income / additions
- $14,488,098
Expenses & distributions
- Benefits paid
- $3,248,972
- Administrative expenses
- $252,750
- Total expenses
- $3,501,722
- Net increase / (decrease)
- $10,986,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $77,034 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones | NONE | $56,398 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $56,020 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $13,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of United Union Of Roofers Waterproofers & Allied Workers #2
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Maryland Heights, MO
- Benesys — Schedule C compensation
- Hartnett Reyes-Jones — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation