Roofers Local No. 20 Pension Plan — Form 5500 plan (Roofers Local No. 20 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 No. 20 Pension Plan is a benefit plan reported by Roofers Local No. 20 Pension Plan under EIN 43-6142370 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,274 participants and $104,940,128 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local No. 20 Pension Plan
- EIN
- 43-6142370
- Plan number
- 002
- Plan type
- 1
- Location
- Raytown, MO
- Latest filing year
- 2023
- Participants
- 1,274
- End-of-year plan assets
- $104,940,128
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,274 | H, C | 20250313124358NAL0020848465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,940,128
- Total liabilities (EOY)
- $174,891
- Net assets (EOY)
- $104,765,237
- Net assets (BOY)
- $95,998,613
Income & contributions
- Participant contributions
- $4,091,162
- Total contributions
- $4,091,162
- Total income / additions
- $16,010,409
Expenses & distributions
- Benefits paid
- $6,354,628
- Administrative expenses
- $889,157
- Total expenses
- $7,243,785
- Net increase / (decrease)
- $8,766,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ironwood Capital Management | INVESTMENT MANAGEMENT | $0 | $108,336 | 2023 |
| Horizon Actuarial LLC | ACTUARY & PLAN CONSULTANT | $94,222 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $92,192 | not reported in the loaded dataset | 2023 |
| Bank Of Labor | CUSTODIAL AND BANKING | $79,594 | not reported in the loaded dataset | 2023 |
| Harding Loevner | INVESTMETN MANGER | $71,675 | not reported in the loaded dataset | 2023 |
| Fiduciary Management | INVESTMENT MANAGER | $70,223 | not reported in the loaded dataset | 2023 |
| Delaware Investments | INVESTMENT MANAGER | $60,590 | not reported in the loaded dataset | 2023 |
| Aristotle | INVESTMENT MANAGER | $60,449 | not reported in the loaded dataset | 2023 |
| Blake & Uhlig | FUND LEGAL COUNSEL | $40,061 | not reported in the loaded dataset | 2023 |
| Longfellow Management | INVESTMENT MANAGER | $38,771 | not reported in the loaded dataset | 2023 |
| Financial Counselors Inc | INVESTMENT MANAGER | $32,885 | not reported in the loaded dataset | 2023 |
| Accounting Solutions | FUND AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local No. 20 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Raytown, MO
- Ironwood Capital Management — Schedule C compensation
- Horizon Actuarial LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Bank Of Labor — Schedule C compensation
- Harding Loevner — Schedule C compensation
- Fiduciary Management — Schedule C compensation
- Delaware Investments — Schedule C compensation
- Aristotle — Schedule C compensation
- Blake & Uhlig — Schedule C compensation
- Longfellow Management — Schedule C compensation
- Financial Counselors Inc — Schedule C compensation
- Accounting Solutions — Schedule C compensation