Roofers Local 241 Insurance Fund — Form 5500 plan (Roofers Local 241 Insurance 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 241 Insurance Fund is a benefit plan reported by Roofers Local 241 Insurance Fund under EIN 51-0244401 and plan number 501. The latest loaded filing year is 2023. The filing reports 423 participants and $3,202,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local 241 Insurance Fund
- EIN
- 51-0244401
- Plan number
- 501
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 423
- End-of-year plan assets
- $3,202,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 423 | H, C | 20250415153243NAL0001523603003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,202,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,202,219
- Net assets (BOY)
- $2,873,018
Income & contributions
- Employer contributions
- $3,677,116
- Participant contributions
- $44,446
- Total contributions
- $3,721,562
- Total income / additions
- $3,837,041
Expenses & distributions
- Benefits paid
- $3,087,948
- Administrative expenses
- $419,892
- Total expenses
- $3,507,840
- Net increase / (decrease)
- $329,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathleen Lee | EMPLOYEE | $68,408 | not reported in the loaded dataset | 2023 |
| Robert Sitors Jr | EMPLOYEE | $53,500 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | CONSULTANT | $14,200 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| Lipsitz Green Scime Cambria Llp | ATTORNEY | $8,793 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | NONE | $8,220 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local 241 Insurance Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Kathleen Lee — Schedule C compensation
- Robert Sitors Jr — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Lipsitz Green Scime Cambria Llp — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation