2023 Form 5500 filing — Roofers Union Local No. 33 Insurance Fund
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 20241015163940NAL0050492192002) for Roofers Union Local No. 33 Insurance Fund, reported by Roofers Union Local No. 33 Insurance Fund under EIN 04-6148460 and plan number 501. It reports 734 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163940NAL0050492192002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Union Local No. 33 Insurance Fund
- EIN
- 04-6148460
- Plan number
- 501
- Location
- Stoughton, MA
- Participants
- 734
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,265,345
- Total liabilities (EOY)
- $816,828
- Net assets (EOY)
- $9,448,517
- Employer contributions
- $13,093,965
- Participant contributions
- $385,478
- Total income / additions
- $13,805,418
- Benefits paid
- $11,866,591
- Administrative expenses
- $1,378,988
- Total expenses
- $13,245,579
- Net increase / (decrease)
- $559,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Mass, Inc | NONE | $424,409 | $0 |
| Roofers Union Local No. 3 Admistr | JOINT OPERATING FUND | $145,125 | not reported in the loaded dataset |
| Delta Dental | NONE | $43,733 | not reported in the loaded dataset |
| Cbiz Benefits & Insurance Service | NONE | $32,000 | not reported in the loaded dataset |
| Campana, Sarza & Tatewosian, Llp | NONE | $25,175 | not reported in the loaded dataset |
| Hilb Group Of New England | NONE | $18,750 | not reported in the loaded dataset |
| Krakow & Souris | NONE | $18,500 | not reported in the loaded dataset |
| U.S. Real Estate Investment Fund | NONE | $15,559 | $0 |
| Segal Advisors, Inc. | NONE | $5,500 | not reported in the loaded dataset |
| Afl-Cio Housing Investment Trust | NONE | $0 | $0 |