2023 Form 5500 filing — National Roofers Union & Employers Joint 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 20250214155235NAL0013097699001) for National Roofers Union & Employers Joint Health And Welfare Fund, reported by Trustees Of National Roofers Union & Employers Joint Health & Welfar F under EIN 51-0210922 and plan number 501. It reports 981 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214155235NAL0013097699001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of National Roofers Union & Employers Joint Health & Welfar F
- EIN
- 51-0210922
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 981
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,905,095
- Total liabilities (EOY)
- $1,560,257
- Net assets (EOY)
- $31,344,838
- Employer contributions
- $11,317,092
- Participant contributions
- $40,359
- Total income / additions
- $14,169,247
- Benefits paid
- $10,603,103
- Administrative expenses
- $539,933
- Total expenses
- $11,143,036
- Net increase / (decrease)
- $3,026,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna | NONE | $356,607 | $0 |
| Wilson Mcshane | NONE | $302,076 | not reported in the loaded dataset |
| Segal | NONE | $86,916 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $36,598 | not reported in the loaded dataset |
| Ulrich Consulting Group, LLC | NONE | $18,000 | not reported in the loaded dataset |
| Kelley Law Group | NONE | $13,697 | not reported in the loaded dataset |
| M&T Bank | NONE | $8,808 | $0 |
| Ryan, Rapp, & Underwood | NONE | $5,534 | not reported in the loaded dataset |