2023 Form 5500 filing — Roofers Union Local 30 Combined Health And Welfare 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 20241219104001NAL0004817521001) for Roofers Union Local 30 Combined Health And Welfare Fund, reported by Joint Board Of Trustees Roofers Union Local 30 under EIN 23-2258631 and plan number 501. It reports 645 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219104001NAL0004817521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Roofers Union Local 30
- EIN
- 23-2258631
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 645
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,648,118
- Total liabilities (EOY)
- $387,880
- Net assets (EOY)
- $25,260,238
- Employer contributions
- $15,323,256
- Participant contributions
- $34,019
- Total income / additions
- $18,142,873
- Benefits paid
- $14,516,648
- Administrative expenses
- $517,561
- Total expenses
- $15,034,209
- Net increase / (decrease)
- $3,108,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys | NONE | $199,932 | not reported in the loaded dataset |
| Segal & Company | NONE | $134,511 | not reported in the loaded dataset |
| Susanin, Widman & Brennan P.C. | NONE | $28,134 | not reported in the loaded dataset |
| Mspc | NONE | $23,403 | not reported in the loaded dataset |
| Sierra Investment Partners | NONE | $14,414 | not reported in the loaded dataset |
| Holroyd Gelman, P.C. | NONE | $12,248 | not reported in the loaded dataset |
| Pfm Advisors | NONE | $8,250 | not reported in the loaded dataset |