Union Roofers Supplemental Annuity Trust Fund — Form 5500 plan (Union Roofers Supplemental Annuity Trust 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, Union Roofers Supplemental Annuity Trust Fund is a benefit plan reported by Union Roofers Supplemental Annuity Trust Fund under EIN 95-3070101 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,358 participants and $48,000,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Roofers Supplemental Annuity Trust Fund
- EIN
- 95-3070101
- Plan number
- 001
- Plan type
- 1
- Location
- Downey, CA
- Latest filing year
- 2023
- Participants
- 5,358
- End-of-year plan assets
- $48,000,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,358 | H, C | 20250614165738NAL0014298835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,000,753
- Total liabilities (EOY)
- $62,899
- Net assets (EOY)
- $47,937,854
- Net assets (BOY)
- $40,312,236
Income & contributions
- Employer contributions
- $4,913,514
- Total contributions
- $4,913,514
- Total income / additions
- $9,339,860
Expenses & distributions
- Benefits paid
- $1,421,572
- Administrative expenses
- $292,670
- Total expenses
- $1,714,242
- Net increase / (decrease)
- $7,625,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Union Roofers Administrative Fund | ADMINISTRATOR | $123,921 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE OTHER THAN CONTRACT | $94,905 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $32,895 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $13,082 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE OTHER THAN CONTRACT | $11,354 | not reported in the loaded dataset | 2023 |
| Marsh Mclennan | NONE OTHER THAN CONTRACT | $9,781 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Roofers Supplemental Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Downey, CA
- Union Roofers Administrative Fund — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Us Bank — Schedule C compensation
- Baldwin Moffitt Behm Llp — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Marsh Mclennan — Schedule C compensation