Plan5500

Roofers Local 149 Defined Contribution Pension Fund — Form 5500 plan (Roofers Local 149 Dc 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 149 Defined Contribution Pension Fund is a benefit plan reported by Roofers Local 149 Dc Pension Plan under EIN 86-3826499 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,227 participants and $5,262,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roofers Local 149 Dc Pension Plan
EIN
86-3826499
Plan number
002
Plan type
1
Location
Troy, MI
Latest filing year
2023
Participants
1,227
End-of-year plan assets
$5,262,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,227H, C20250307130844NAL0011669617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,262,550
Total liabilities (EOY)
$4,477
Net assets (EOY)
$5,258,073
Net assets (BOY)
$2,804,491

Income & contributions

Employer contributions
$2,135,016
Total contributions
$2,135,016
Total income / additions
$2,560,359

Expenses & distributions

Benefits paid
$13,081
Administrative expenses
$93,696
Total expenses
$106,777
Net increase / (decrease)
$2,453,582

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benesys, IncNONE KNOWN$48,000not reported in the loaded dataset2023
Morgan StanleyNONE KNOWN$28,688not reported in the loaded dataset2023
Asher KellyNONE KNOWN$10,584not reported in the loaded dataset2023
Wrubel, Wesley & Co CpasNONE KNOWN$5,000not reported in the loaded dataset2023

Related Form 5500 pages