Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun — 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, Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun (EIN 25-6145217) is a plan sponsor located in Pittsburgh, PA 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
25-6145217
Location
Pittsburgh, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,103,631
Total reported liabilities (EOY)
$39,612
Total reported net assets (EOY)
$17,064,019

Contributions & income

Employer contributions
$620,332
Total income / additions
$3,112,889

Expenses & distributions

Benefits paid / distributions
$1,034,677
Total expenses
$1,282,722
Net increase / (decrease)
$1,830,167

Coverage

Total reported participants
297
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

Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Roofers & Waterproofers Local 37 Annuity Fund001297$17,103,6312023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun
YearPlanParticipantsSchedulesFiling
2023Roofers & Waterproofers Local 37 Annuity Fund297H, C20241014113010NAL0013204627011

Related Form 5500 pages