Roofers Local 49 Welfare Fund — Form 5500 plan (Roofers Local 49 Welfare Fund Board Of Trustees)
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 49 Welfare Fund is a benefit plan reported by Roofers Local 49 Welfare Fund Board Of Trustees under EIN 93-6021772 and plan number 501. The latest loaded filing year is 2023. The filing reports 568 participants and $22,904,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local 49 Welfare Fund Board Of Trustees
- EIN
- 93-6021772
- Plan number
- 501
- Plan type
- 1
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 568
- End-of-year plan assets
- $22,904,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 568 | H, C | 20250515211507NAL0045562610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,904,644
- Total liabilities (EOY)
- $4,554,152
- Net assets (EOY)
- $18,350,492
- Net assets (BOY)
- $16,858,272
Income & contributions
- Employer contributions
- $9,377,055
- Participant contributions
- $17,069
- Total contributions
- $10,742,490
- Total income / additions
- $11,938,234
Expenses & distributions
- Benefits paid
- $9,951,456
- Administrative expenses
- $494,558
- Total expenses
- $10,446,014
- Net increase / (decrease)
- $1,492,220
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna | CLAIMS ADMIN & PPO | $150,418 | $0 | 2023 |
| William C. Earhart Co., Inc. | THIRD PARTY ADMINISTRATOR | $129,854 | $0 | 2023 |
| Bank Of America | INVESTMENT CUSTODIAN | $39,535 | $0 | 2023 |
| William Lacour LLC | BENEFIT CONSULTANT | $37,280 | not reported in the loaded dataset | 2023 |
| Moda Health | CLAIMS ADMINISTRATION | $33,093 | not reported in the loaded dataset | 2023 |
| Withum, Smith, & Brown Llp | CONTRIBUTION COMPLIANCE | $21,977 | not reported in the loaded dataset | 2023 |
| Brownstein, Rask | LEGAL COUNSEL | $16,585 | not reported in the loaded dataset | 2023 |
| Platform Cpas Lp | AUDITOR | $9,000 | not reported in the loaded dataset | 2023 |
| Keybank | FINANCIAL INSTITUTION | $57 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local 49 Welfare Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Cigna — Schedule C compensation
- William C. Earhart Co., Inc. — Schedule C compensation
- Bank Of America — Schedule C compensation
- William Lacour LLC — Schedule C compensation
- Moda Health — Schedule C compensation
- Withum, Smith, & Brown Llp — Schedule C compensation
- Brownstein, Rask — Schedule C compensation
- Platform Cpas Lp — Schedule C compensation
- Keybank — Schedule C compensation