Roofers Local 20 Health And Welfare Fund — Form 5500 plan (Roofers Local 20 Health And Welfare Fund)
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 20 Health And Welfare Fund is a benefit plan reported by Roofers Local 20 Health And Welfare Fund under EIN 44-6013920 and plan number 501. The latest loaded filing year is 2023. The filing reports 553 participants and $11,177,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local 20 Health And Welfare Fund
- EIN
- 44-6013920
- Plan number
- 501
- Plan type
- 1
- Location
- Raytown, MO
- Latest filing year
- 2023
- Participants
- 553
- End-of-year plan assets
- $11,177,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 553 | H, C | 20250411141410NAL0014155059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,177,910
- Total liabilities (EOY)
- $864,714
- Net assets (EOY)
- $10,313,196
- Net assets (BOY)
- $10,334,521
Income & contributions
- Employer contributions
- $8,674,494
- Participant contributions
- $231,302
- Total contributions
- $8,905,796
- Total income / additions
- $10,013,352
Expenses & distributions
- Benefits paid
- $8,845,530
- Administrative expenses
- $1,189,147
- Total expenses
- $10,034,677
- Net increase / (decrease)
- -$21,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Michelle Ross | PLAN EMPLOYEE | $88,362 | not reported in the loaded dataset | 2023 |
| Lockton Companies LLC | CNSULTANT | $67,901 | not reported in the loaded dataset | 2023 |
| Stacie Baker | PLAN EMPLOYEE | $50,369 | not reported in the loaded dataset | 2023 |
| Financial Counselors | INVESTMENT MANAGER | $48,249 | not reported in the loaded dataset | 2023 |
| Mallory Burnette | PLAN EMPLOYEE | $41,890 | not reported in the loaded dataset | 2023 |
| Rouse, Frets, White, Goss, Gentile, | FUND LEGAL COUNSEL | $32,763 | not reported in the loaded dataset | 2023 |
| Haynes Benefits | FUND LEGAL COUNSEL | $31,867 | not reported in the loaded dataset | 2023 |
| Onsite Logic | SOFTWARE PROVIDER | $28,026 | not reported in the loaded dataset | 2023 |
| Accounting Solutions Group LLC | FUND AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Scs Cpa'S Pa | FUND AUDITOR | $23,000 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Company | INSURER | $11,411 | $4,365 | 2023 |
| Horizon Actuarial | PLAN ACTUARY | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local 20 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Raytown, MO
- Michelle Ross — Schedule C compensation
- Lockton Companies LLC — Schedule C compensation
- Stacie Baker — Schedule C compensation
- Financial Counselors — Schedule C compensation
- Mallory Burnette — Schedule C compensation
- Rouse, Frets, White, Goss, Gentile, — Schedule C compensation
- Haynes Benefits — Schedule C compensation
- Onsite Logic — Schedule C compensation
- Accounting Solutions Group LLC — Schedule C compensation
- Scs Cpa'S Pa — Schedule C compensation
- Prudential Insurance Company — Schedule C compensation
- Horizon Actuarial — Schedule C compensation