2023 Form 5500 filing — Union Of Roofers, Waterproofers & Allied Workers, Local No. 44 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 20250218182210NAL0003148337001) for Union Of Roofers, Waterproofers & Allied Workers, Local No. 44 Welfare Fund, reported by Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare under EIN 34-6621298 and plan number 501. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250218182210NAL0003148337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Union Of Roofers, Waterproofers & Allied Workers, Local 44 Welfare
- EIN
- 34-6621298
- Plan number
- 501
- Location
- Cleveland, OH
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,275,507
- Total liabilities (EOY)
- $4,942,481
- Net assets (EOY)
- -$1,666,974
- Employer contributions
- $3,710,220
- Participant contributions
- $146,248
- Total income / additions
- $3,974,314
- Benefits paid
- $3,551,576
- Administrative expenses
- $398,169
- Total expenses
- $3,949,745
- Net increase / (decrease)
- $24,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Local 44 Fringe Benefits | ADMINISTRATOR | $219,000 | not reported in the loaded dataset |
| Pofok Crampton LLC | not reported in the loaded dataset | $32,749 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $24,551 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | not reported in the loaded dataset | $21,333 | not reported in the loaded dataset |
| K. Pakeltis & Company | not reported in the loaded dataset | $17,215 | not reported in the loaded dataset |
| Assured Partners | not reported in the loaded dataset | $8,083 | not reported in the loaded dataset |