2023 Form 5500 filing — Roofers Local Union No. 71 Pension Plan
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 20250410091507NAL0023992785001) for Roofers Local Union No. 71 Pension Plan, reported by Roofers Local Union No. 71 Pension Plan under EIN 34-6628427 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410091507NAL0023992785001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local Union No. 71 Pension Plan
- EIN
- 34-6628427
- Plan number
- 001
- Location
- Canfield, OH
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,366,323
- Total liabilities (EOY)
- $9,493
- Net assets (EOY)
- $21,356,830
- Employer contributions
- $714,690
- Total income / additions
- $2,789,253
- Benefits paid
- $1,688,944
- Administrative expenses
- $166,615
- Total expenses
- $1,855,559
- Net increase / (decrease)
- $933,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acrisure | ACTUARY | $32,188 | not reported in the loaded dataset |
| American Realty Adivisors | INVESTMENT CUSTODIAN | $27,348 | not reported in the loaded dataset |
| Benesys | THIRD PARTY ADMINISTRATOR | $26,795 | not reported in the loaded dataset |
| Mariner Institutional LLC | INVESTMENT CONSULTANT | $20,000 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | ATTORNEY | $15,852 | not reported in the loaded dataset |
| Yurchyk & Davis Cpas Inc. | AUDITOR | $10,900 | not reported in the loaded dataset |
| Fifth Third Bank | INVESTMENT CUSTODIAN | $8,814 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $7,595 | not reported in the loaded dataset |
| Mahoning Trumbull Shenango Central | COLLECTION FUND | $7,145 | not reported in the loaded dataset |