2023 Form 5500 filing — Roofers Local No.9 Supplemental Retirement 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 20241010152454NAL0034595328001) for Roofers Local No.9 Supplemental Retirement Plan, reported by Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan under EIN 06-1384898 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152454NAL0034595328001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees- Roofers Local No. 9 Supplemental Retirement Plan
- EIN
- 06-1384898
- Plan number
- 002
- Location
- East Hartford, CT
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,434,512
- Net assets (EOY)
- $11,434,512
- Employer contributions
- $752,641
- Total income / additions
- $2,187,212
- Benefits paid
- $639,394
- Administrative expenses
- $137,225
- Total expenses
- $776,619
- Net increase / (decrease)
- $1,410,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brescias Printing Service | NONE | $56,983 | not reported in the loaded dataset |
| Resources Investment Advisors | NONE | $25,541 | not reported in the loaded dataset |
| Reid & Riege, P.C. | NONE | $16,636 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $10,066 | not reported in the loaded dataset |
| The Newport Group | NONE | $8,059 | $0 |
| Freshtech | not reported in the loaded dataset | $7,828 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $375 | $0 |