2023 Form 5500 filing — Roofers & Slaters Local Union No. 248 Annuity And 401(K) Savings 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 20250910095822NAL0035326912001) for Roofers & Slaters Local Union No. 248 Annuity And 401(K) Savings Fund, reported by Roofers & Slaters Local Union No. 248 under EIN 04-2636807 and plan number 003. It reports 74 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250910095822NAL0035326912001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers & Slaters Local Union No. 248
- EIN
- 04-2636807
- Plan number
- 003
- Location
- Westfield, MA
- Participants
- 74
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,252,069
- Total liabilities (EOY)
- $8,571
- Net assets (EOY)
- $5,243,498
- Employer contributions
- $413,222
- Participant contributions
- $21,738
- Total income / additions
- $1,456,143
- Benefits paid
- $489,288
- Administrative expenses
- $70,714
- Total expenses
- $596,395
- Net increase / (decrease)
- $859,748
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lapier, Dillon And Associates, P.C. | AUDITORS | $11,552 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $3,899 | $0 |