2023 Form 5500 filing — Union Roofers Health & 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 20250614165841NAL0016573715001) for Union Roofers Health & Welfare Fund, reported by Union Roofers Health & Welfare Fund under EIN 95-1856197 and plan number 502. It reports 1,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250614165841NAL0016573715001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Union Roofers Health & Welfare Fund
- EIN
- 95-1856197
- Plan number
- 502
- Location
- Downey, CA
- Participants
- 1,053
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,342,738
- Total liabilities (EOY)
- $5,936,211
- Net assets (EOY)
- $47,406,527
- Employer contributions
- $22,891,460
- Participant contributions
- $135,258
- Total income / additions
- $25,842,902
- Benefits paid
- $16,600,973
- Administrative expenses
- $1,009,681
- Total expenses
- $17,610,654
- Net increase / (decrease)
- $8,232,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Roofers Administrative Fund | PARTY-IN-INTEREST | $663,843 | not reported in the loaded dataset |
| Mcmorgan & Company | NONE OTHER THAN CONTRACT | $113,784 | not reported in the loaded dataset |
| Medexpert International | NONE OTHER THAN CONTRACT | $68,626 | not reported in the loaded dataset |
| Rael & Letson | NONE OTHER THAN CONTRACT | $29,023 | $19,441 |
| Us Bank | NONE OTHER THAN CONTRACT | $29,597 | not reported in the loaded dataset |
| The Wagner Law Firm | NONE OTHER THAN CONTRACT | $27,728 | not reported in the loaded dataset |
| Cynthia Graydon | NONE OTHER THAN CONTRACT | $22,156 | not reported in the loaded dataset |
| Baldwin Moffitt Behm. Llp | NONE OTHER THAN CONTRACT | $17,664 | not reported in the loaded dataset |
| Robert Half | NONE OTHER THAN CONTRACT | $15,622 | not reported in the loaded dataset |
| Marsh Mclennan | NONE OTHER THAN CONTRACT | $9,614 | not reported in the loaded dataset |