2023 Form 5500 filing — National Roofing Industry Supplemental Pension Plan
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 20240731113339NAL0012636243001) for National Roofing Industry Supplemental Pension Plan, reported by Trustees Of National Roofing Industry Supplemental Pension Plan under EIN 36-6157071 and plan number 002. It reports 8,531 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731113339NAL0012636243001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of National Roofing Industry Supplemental Pension Plan
- EIN
- 36-6157071
- Plan number
- 002
- Location
- Bloomington, MN
- Participants
- 8,531
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $190,918,802
- Total liabilities (EOY)
- $304,417
- Net assets (EOY)
- $190,614,385
- Employer contributions
- $28,356,629
- Total income / additions
- $50,963,711
- Benefits paid
- $4,567,784
- Administrative expenses
- $562,712
- Total expenses
- $5,130,496
- Net increase / (decrease)
- $45,833,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eb Management | NONE | $269,778 | not reported in the loaded dataset |
| Callan | NONE | $82,304 | not reported in the loaded dataset |
| M&T Bank | NONE | $73,775 | $0 |
| Legacy Professionals Llp | NONE | $48,004 | not reported in the loaded dataset |
| Copeland Capital Management, LLC | NONE | $46,457 | not reported in the loaded dataset |
| Marco, Mcguire, & Arreola | NONE | $10,988 | not reported in the loaded dataset |
| Wilson-Mcshane | NONE | $8,400 | not reported in the loaded dataset |