National Roofers Union & Employers Joint Health And Welfare Fund — Form 5500 plan (Trustees Of National Roofers Union & Employers Joint Health & Welfar F)
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 Roofers Union & Employers Joint Health And Welfare Fund is a benefit plan reported by Trustees Of National Roofers Union & Employers Joint Health & Welfar F under EIN 51-0210922 and plan number 501. The latest loaded filing year is 2023. The filing reports 981 participants and $32,905,095 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of National Roofers Union & Employers Joint Health & Welfar F
- EIN
- 51-0210922
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 981
- End-of-year plan assets
- $32,905,095
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 981 | H, C | 20250214155235NAL0013097699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,905,095
- Total liabilities (EOY)
- $1,560,257
- Net assets (EOY)
- $31,344,838
- Net assets (BOY)
- $28,318,627
Income & contributions
- Employer contributions
- $11,317,092
- Participant contributions
- $40,359
- Total contributions
- $11,357,451
- Total income / additions
- $14,169,247
Expenses & distributions
- Benefits paid
- $10,603,103
- Administrative expenses
- $539,933
- Total expenses
- $11,143,036
- Net increase / (decrease)
- $3,026,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna | NONE | $356,607 | $0 | 2023 |
| Wilson Mcshane | NONE | $302,076 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $86,916 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $36,598 | not reported in the loaded dataset | 2023 |
| Ulrich Consulting Group, LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Kelley Law Group | NONE | $13,697 | not reported in the loaded dataset | 2023 |
| M&T Bank | NONE | $8,808 | $0 | 2023 |
| Ryan, Rapp, & Underwood | NONE | $5,534 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of National Roofers Union & Employers Joint Health & Welfar F
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Cigna — Schedule C compensation
- Wilson Mcshane — Schedule C compensation
- Segal — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ulrich Consulting Group, LLC — Schedule C compensation
- Kelley Law Group — Schedule C compensation
- M&T Bank — Schedule C compensation
- Ryan, Rapp, & Underwood — Schedule C compensation