2023 Form 5500 filing — Union Roofers Supplemental Annuity Trust 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 20250614165738NAL0014298835001) for Union Roofers Supplemental Annuity Trust Fund, reported by Union Roofers Supplemental Annuity Trust Fund under EIN 95-3070101 and plan number 001. It reports 5,358 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)$47.9MReported net assets$47,937,854
Participants5.4K5,358
Provider compensation$285.9K6 Schedule C row(s)$285,938
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250614165738NAL0014298835001
- Plan sponsor
- Union Roofers Supplemental Annuity Trust Fund
- EIN
- 95-3070101
- Plan number
- 001
- Location
- Downey, CA
- 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)$48M total assets
Net assets$47.9MLiabilities$62.9K
Full reported line items
- Total assets (EOY)
- $48,000,753
- Total liabilities (EOY)
- $62,899
- Net assets (EOY)
- $47,937,854
- Employer contributions
- $4,913,514
- Total income / additions
- $9,339,860
- Benefits paid
- $1,421,572
- Administrative expenses
- $292,670
- Total expenses
- $1,714,242
- Net increase / (decrease)
- $7,625,618
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Roofers Administrative Fund | ADMINISTRATOR | $123,921 | not reported in the loaded dataset |
| Mcmorgan & Company LLC | NONE OTHER THAN CONTRACT | $94,905 | not reported in the loaded dataset |
| Us Bank | NONE OTHER THAN CONTRACT | $32,895 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $13,082 | not reported in the loaded dataset |
| The Wagner Law Group | NONE OTHER THAN CONTRACT | $11,354 | not reported in the loaded dataset |
| Marsh Mclennan | NONE OTHER THAN CONTRACT | $9,781 | not reported in the loaded dataset |