2023 Form 5500 filing — United Union Of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase 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 20241008093246NAL0008221555003) for United Union Of Roofers, Waterproofers & Allied Workers Local #112 Money Purchase Pension Plan, reported by Trustees Of Roofers Local #112 Money Purchase Pension Plan under EIN 37-6047559 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093246NAL0008221555003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Roofers Local #112 Money Purchase Pension Plan
- EIN
- 37-6047559
- Plan number
- 001
- Location
- Lansing, MI
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,905,936
- Total liabilities (EOY)
- $14,901
- Net assets (EOY)
- $15,891,035
- Employer contributions
- $1,377,908
- Total income / additions
- $3,366,743
- Benefits paid
- $294,067
- Administrative expenses
- $121,056
- Total expenses
- $415,123
- Net increase / (decrease)
- $2,951,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| U.S. Bancorp Asset Management | NONE | $39,630 | $0 |
| Cavanagh & O'Hara | NONE | $27,898 | not reported in the loaded dataset |
| Tic International Corporation | NONE | $16,500 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $11,658 | not reported in the loaded dataset |
| Marquette & Associates Inc | NONE | $9,583 | not reported in the loaded dataset |