2023 Form 5500 filing — Composition Roofers Local #4 Pension Plan

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 20250813105329NAL0004838611001) for Composition Roofers Local #4 Pension Plan, reported by Trustees - Composition Roofers Local #4 Pension Plan under EIN 22-6172741 and plan number 001. It reports 530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250813105329NAL0004838611001
Filing year
2023
Form type
1
Plan sponsor
Trustees - Composition Roofers Local #4 Pension Plan
EIN
22-6172741
Plan number
001
Location
Parsippany, NJ
Participants
530
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$61,096,643
Total liabilities (EOY)
$38,030
Net assets (EOY)
$61,058,613
Employer contributions
$2,052,333
Total income / additions
$14,263,716
Benefits paid
$4,458,053
Administrative expenses
$563,933
Total expenses
$5,021,986
Net increase / (decrease)
$9,241,730
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Eagle Capital ManagementNONE$104,258not reported in the loaded dataset
Johnston Asset ManagementNONE$59,548not reported in the loaded dataset
I E Shaffer & CoNONE$41,435not reported in the loaded dataset
MspcNONE$39,128not reported in the loaded dataset
PrudentialNONE$16,763$14,625
Mept - New TowerNONE$22,364not reported in the loaded dataset
Summit Actuarial ServicesNONE$22,000not reported in the loaded dataset
Amalgamated BankNONE$18,348not reported in the loaded dataset
Mariner Institutional LLCNONE$18,000not reported in the loaded dataset
Mutual Of America, Investment MgrNONE$12,646not reported in the loaded dataset
Cohen, Leder, Montalbano & ConnaughNONE$10,982not reported in the loaded dataset

Related Form 5500 pages