2023 Form 5500 filing — Roofers Local No. 88 Pension 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 20250215061507NAL0014482819001) for Roofers Local No. 88 Pension Fund, reported by Roofers Local No. 88 Pension Fund Board Of Trustees under EIN 34-6615264 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250215061507NAL0014482819001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local No. 88 Pension Fund Board Of Trustees
- EIN
- 34-6615264
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,902,570
- Total liabilities (EOY)
- $4,054
- Net assets (EOY)
- $24,898,516
- Employer contributions
- $1,141,479
- Total income / additions
- $3,864,998
- Benefits paid
- $3,482,771
- Administrative expenses
- $300,273
- Total expenses
- $3,783,044
- Net increase / (decrease)
- $81,954
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT CUSTODIAN | $128,178 | not reported in the loaded dataset |
| Compusys Of Utah | THIRD PARTY ADMINISTRATOR | $51,709 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S Inc. | AUDITOR | $29,590 | not reported in the loaded dataset |
| Macala & Piatt, LLC. | ATTORNEY | $21,607 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | ACTUARY | $20,793 | not reported in the loaded dataset |
| Pbgc | NONE | $18,252 | not reported in the loaded dataset |
| Pnc Bank | BANKING SERVICES | $6,702 | not reported in the loaded dataset |