2023 Form 5500 filing — Indiana State Council Of Roofers Trust For Health And Welfare
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 20250609125129NAL0012304323001) for Indiana State Council Of Roofers Trust For Health And Welfare, reported by Indiana State Council Of Roofers Trust For Health And Welfare under EIN 23-7067814 and plan number 501. It reports 6,095 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609125129NAL0012304323001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Indiana State Council Of Roofers Trust For Health And Welfare
- EIN
- 23-7067814
- Plan number
- 501
- Location
- Lafayette, IN
- Participants
- 6,095
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $249,572,533
- Total liabilities (EOY)
- $1,955,185
- Net assets (EOY)
- $247,617,348
- Employer contributions
- $80,631,713
- Participant contributions
- $5,752,677
- Total income / additions
- $109,383,980
- Benefits paid
- $71,967,166
- Administrative expenses
- $4,493,048
- Total expenses
- $76,460,214
- Net increase / (decrease)
- $32,923,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $2,665,008 | not reported in the loaded dataset |
| S. C. Miller & Co. Inc | NONE | $2,656,644 | not reported in the loaded dataset |
| Hines & Associates | NONE | $488,124 | not reported in the loaded dataset |
| National Investment Services, Inc. | NONE | $212,326 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $210,516 | not reported in the loaded dataset |
| Hartnett Reyes-Jones LLC | NONE | $133,400 | not reported in the loaded dataset |
| Barings | NONE | $128,282 | not reported in the loaded dataset |
| Ifm Global Infrastructure Fund | NONE | $127,153 | not reported in the loaded dataset |
| Michael Ledbetter, LLC | NONE | $123,846 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $77,005 | not reported in the loaded dataset |
| Romolo & Associates | NONE | $73,488 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $68,850 | not reported in the loaded dataset |
| Docustream | NONE | $35,832 | not reported in the loaded dataset |
| Marquette Associates | NONE | $30,000 | not reported in the loaded dataset |
| Amalgamated | NONE | $9,906 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $6,395 | not reported in the loaded dataset |