2023 Form 5500 filing — Roofers Local No. 9 Health 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 20241010151446NAL0021318849002) for Roofers Local No. 9 Health Plan, reported by Board Of Trustees- Roofers Local No. 9 Health Fund under EIN 06-6061613 and plan number 502. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151446NAL0021318849002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees- Roofers Local No. 9 Health Fund
- EIN
- 06-6061613
- Plan number
- 502
- Location
- East Hartford, CT
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,266,615
- Net assets (EOY)
- $4,266,615
- Employer contributions
- $3,116,254
- Participant contributions
- $23,240
- Total income / additions
- $3,906,672
- Benefits paid
- $3,717,015
- Administrative expenses
- $278,183
- Total expenses
- $3,995,198
- Net increase / (decrease)
- -$88,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brescia Printing | NONE | $63,890 | not reported in the loaded dataset |
| Anthem Blue Cross & Blue Shield | NONE | $54,343 | $0 |
| Segal Consulting | NONE | $27,686 | not reported in the loaded dataset |
| Wright Investors | NONE | $17,805 | not reported in the loaded dataset |
| Reid & Reige, P.C. | NONE | $15,873 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $15,830 | not reported in the loaded dataset |
| Agilis Partners, LLC | NONE | $15,000 | not reported in the loaded dataset |
| Freshtech | not reported in the loaded dataset | $9,613 | not reported in the loaded dataset |