2023 Form 5500 filing — Roofers Local 195 Annuity 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 20250227140218NAL0002219345001) for Roofers Local 195 Annuity Fund, reported by Roofers Local 195 Annuity Fund under EIN 14-1721374 and plan number 002. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250227140218NAL0002219345001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local 195 Annuity Fund
- EIN
- 14-1721374
- Plan number
- 002
- Location
- Liverpool, NY
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,371,774
- Total liabilities (EOY)
- $2,538
- Net assets (EOY)
- $10,369,236
- Employer contributions
- $829,916
- Total income / additions
- $1,467,917
- Benefits paid
- $508,026
- Administrative expenses
- $142,747
- Total expenses
- $650,773
- Net increase / (decrease)
- $817,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $88,550 | not reported in the loaded dataset |
| Investment Performance Services | NONE | $30,676 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $20,507 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $16,750 | not reported in the loaded dataset |
| Blitman & King | NONE | $14,175 | not reported in the loaded dataset |
| M&T Bank | NONE | $6,298 | $0 |