2023 Form 5500 filing — Roofers 149 Security Benefit Trust 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 20250314091904NAL0011761507001) for Roofers 149 Security Benefit Trust Fund, reported by Roofers 149 Security Benefit Fund under EIN 38-2481614 and plan number 501. It reports 1,039 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314091904NAL0011761507001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers 149 Security Benefit Fund
- EIN
- 38-2481614
- Plan number
- 501
- Location
- Troy, MI
- Participants
- 1,039
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,164,389
- Total liabilities (EOY)
- $2,175,555
- Net assets (EOY)
- $15,988,834
- Employer contributions
- $14,088,589
- Participant contributions
- $1,270,647
- Total income / additions
- $16,468,285
- Benefits paid
- $13,715,714
- Administrative expenses
- $1,340,009
- Total expenses
- $15,055,723
- Net increase / (decrease)
- $1,412,562
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zelis Healthcare | NONE | $423,479 | not reported in the loaded dataset |
| Benesys Inc | NONE | $295,772 | not reported in the loaded dataset |
| Alliance Health And Life | NONE | $198,801 | not reported in the loaded dataset |
| American Health Holding | NONE | $109,261 | not reported in the loaded dataset |
| Asher Kelley | NONE | $106,597 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $92,377 | not reported in the loaded dataset |
| Millman Monitor | NONE | $32,661 | not reported in the loaded dataset |
| Wrubel Wesley And Company C.P.A.'S | NONE | $24,681 | not reported in the loaded dataset |
| Iron Mountain | NONE | $21,979 | not reported in the loaded dataset |
| Encompass | NONE | $19,970 | not reported in the loaded dataset |
| Comerica Bank | NONE | $14,789 | not reported in the loaded dataset |
| Dente Max LLC | NONE | $14,316 | not reported in the loaded dataset |
| American Graphics Printing | NONE | $8,830 | not reported in the loaded dataset |
| O'Sullivan Accociates | NONE | $7,713 | not reported in the loaded dataset |
| Garcia Hamilton And Accociates | NONE | $7,603 | not reported in the loaded dataset |