2023 Form 5500 filing — Roofers Local 241 Insurance 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 20250415153243NAL0001523603003) for Roofers Local 241 Insurance Fund, reported by Roofers Local 241 Insurance Fund under EIN 51-0244401 and plan number 501. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415153243NAL0001523603003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local 241 Insurance Fund
- EIN
- 51-0244401
- Plan number
- 501
- Location
- Albany, NY
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,202,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,202,219
- Employer contributions
- $3,677,116
- Participant contributions
- $44,446
- Total income / additions
- $3,837,041
- Benefits paid
- $3,087,948
- Administrative expenses
- $419,892
- Total expenses
- $3,507,840
- Net increase / (decrease)
- $329,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kathleen Lee | EMPLOYEE | $68,408 | not reported in the loaded dataset |
| Robert Sitors Jr | EMPLOYEE | $53,500 | not reported in the loaded dataset |
| O'Sullivan Associates | CONSULTANT | $14,200 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | AUDITOR | $14,000 | not reported in the loaded dataset |
| Lipsitz Green Scime Cambria Llp | ATTORNEY | $8,793 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | NONE | $8,220 | not reported in the loaded dataset |