2023 Form 5500 filing — Roofers Local 49 Welfare 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 20250515211507NAL0045562610001) for Roofers Local 49 Welfare Fund, reported by Roofers Local 49 Welfare Fund Board Of Trustees under EIN 93-6021772 and plan number 501. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515211507NAL0045562610001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Local 49 Welfare Fund Board Of Trustees
- EIN
- 93-6021772
- Plan number
- 501
- Location
- Portland, OR
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,904,644
- Total liabilities (EOY)
- $4,554,152
- Net assets (EOY)
- $18,350,492
- Employer contributions
- $9,377,055
- Participant contributions
- $17,069
- Total income / additions
- $11,938,234
- Benefits paid
- $9,951,456
- Administrative expenses
- $494,558
- Total expenses
- $10,446,014
- Net increase / (decrease)
- $1,492,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna | CLAIMS ADMIN & PPO | $150,418 | $0 |
| William C. Earhart Co., Inc. | THIRD PARTY ADMINISTRATOR | $129,854 | $0 |
| Bank Of America | INVESTMENT CUSTODIAN | $39,535 | $0 |
| William Lacour LLC | BENEFIT CONSULTANT | $37,280 | not reported in the loaded dataset |
| Moda Health | CLAIMS ADMINISTRATION | $33,093 | not reported in the loaded dataset |
| Withum, Smith, & Brown Llp | CONTRIBUTION COMPLIANCE | $21,977 | not reported in the loaded dataset |
| Brownstein, Rask | LEGAL COUNSEL | $16,585 | not reported in the loaded dataset |
| Platform Cpas Lp | AUDITOR | $9,000 | not reported in the loaded dataset |
| Keybank | FINANCIAL INSTITUTION | $57 | not reported in the loaded dataset |