Plan5500

2023 Form 5500 filing — Roofers Local No. 54 Supplemental Benefit 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 20241015132625NAL0016485603001) for Roofers Local No. 54 Supplemental Benefit Plan, reported by Bot - Roofers Loc. No 54 Supplemental Benefit Plan under EIN 91-1727270 and plan number 001. It reports 819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015132625NAL0016485603001
Filing year
2023
Form type
1
Plan sponsor
Bot - Roofers Loc. No 54 Supplemental Benefit Plan
EIN
91-1727270
Plan number
001
Location
Seattle, WA
Participants
819
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$14,750,439
Total liabilities (EOY)
$48,970
Net assets (EOY)
$14,701,469
Employer contributions
$655,022
Participant contributions
$35,818
Total income / additions
$2,398,452
Benefits paid
$666,159
Administrative expenses
$129,531
Total expenses
$795,690
Net increase / (decrease)
$1,602,762
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Eb Management CompanyNONE$57,455not reported in the loaded dataset
Washington Capital Management IncNONE$27,325not reported in the loaded dataset
Highland Capital Advisors LLCNONE$12,500not reported in the loaded dataset
CliftonlarsonallenNONE$10,600not reported in the loaded dataset
Law Office Of Richard A. Ekman, P.SNONE$6,015not reported in the loaded dataset
Withumsmith+Brown, PcNONE$5,615not reported in the loaded dataset

Related Form 5500 pages