2023 Form 5500 filing — Composition Roofers #4 Annuity Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626103648NAL0012054768001) for Composition Roofers #4 Annuity Fund, reported by Composition Roofers Local #4 Annuity Fund under EIN 22-2405101 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240626103648NAL0012054768001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Composition Roofers Local #4 Annuity Fund
- EIN
- 22-2405101
- Plan number
- 001
- Location
- Parsippany, NJ
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,653,218
- Total liabilities (EOY)
- $24,702
- Net assets (EOY)
- $22,628,516
- Employer contributions
- $580,584
- Total income / additions
- $1,958,786
- Benefits paid
- $3,450,943
- Administrative expenses
- $150,799
- Total expenses
- $3,601,742
- Net increase / (decrease)
- -$1,642,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential | NONE | $52,737 | not reported in the loaded dataset |
| I.E. Shaffer | NONE | $29,025 | not reported in the loaded dataset |
| Mspc | NONE | $26,780 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $9,300 | not reported in the loaded dataset |
| Cohen, Leder, Montalbano & Grossman | NONE | $7,849 | not reported in the loaded dataset |
| Summit Actuarial Services, LLC | NONE | $5,350 | not reported in the loaded dataset |