Roofers Union Local No. 33 Thrift Fund Thrift Fd — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Union Local No. 33 Thrift Fund Thrift Fd (EIN 04-6358332) is a plan sponsor located in Stoughton, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-6358332
Location
Stoughton, MA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$121,758,530
Total reported liabilities (EOY)
$2,623
Total reported net assets (EOY)
$121,755,907

Contributions & income

Employer contributions
$9,470,336
Participant contributions
$3,827,200
Total income / additions
$35,817,155

Expenses & distributions

Benefits paid / distributions
$11,093,878
Total expenses
$11,731,476
Net increase / (decrease)
$24,085,679

Coverage

Total reported participants
1,251
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Roofers Union Local No. 33 Thrift Fund Thrift Fd plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Roofers Union Local No. 33 Thrift Fund0011,251$121,758,5302023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Roofers Union Local No. 33 Thrift Fund Thrift Fd
YearPlanParticipantsSchedulesFiling
2023Roofers Union Local No. 33 Thrift Fund1,251H, C20250714114552NAL0000989937001

Related Form 5500 pages