2023 Form 5500 filing — Roofers Local No. 74/ No. 203 Welfare 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 20250414153007NAL0001895473001) for Roofers Local No. 74/ No. 203 Welfare Plan, reported by Board Of Trustees Roofers Local No. 74/203 Welfare Trust Fund under EIN 16-0836163 and plan number 501. It reports 466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 1 · 2023
Filing snapshot
Net assets (EOY)$7.4MReported net assets$7,435,023
Participants466
Provider compensation$481.9K10 Schedule C row(s)$481,863
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250414153007NAL0001895473001
- Plan sponsor
- Board Of Trustees Roofers Local No. 74/203 Welfare Trust Fund
- EIN
- 16-0836163
- Plan number
- 501
- Location
- West Seneca, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.8M total assets
Net assets$7.4MLiabilities$1.3M
Full reported line items
- Total assets (EOY)
- $8,783,866
- Total liabilities (EOY)
- $1,348,843
- Net assets (EOY)
- $7,435,023
- Employer contributions
- $4,260,282
- Participant contributions
- $44,146
- Total income / additions
- $5,299,809
- Benefits paid
- $5,023,230
- Administrative expenses
- $488,852
- Total expenses
- $5,512,082
- Net increase / (decrease)
- -$212,273
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr,Inc. | NONE | $219,553 | $11,479 |
| Judy English | EMPLOYEE | $93,810 | not reported in the loaded dataset |
| Luke Baecker | EMPLOYEE | $65,422 | not reported in the loaded dataset |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $32,325 | not reported in the loaded dataset |
| Ubs Financial Services, Inc | NONE | $16,789 | $0 |
| Usi Consulting Group | NONE | $13,000 | not reported in the loaded dataset |
| Pilot Consulting, Inc. | NONE | $9,709 | not reported in the loaded dataset |
| Lipsitz Green Scime Cambria Llp | NONE | $7,478 | not reported in the loaded dataset |
| Loptr LLC | NONE | $6,418 | not reported in the loaded dataset |
| Telperion Solutions Group LLC | NONE | $5,880 | not reported in the loaded dataset |