2023 Form 5500 filing — Roofers Local No. 96 Health And 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 20250915164357NAL0002112912002) for Roofers Local No. 96 Health And Welfare Fund, reported by Trustees Of Roofers Local No. 96 Health And Welfare Fund under EIN 23-7159947 and plan number 501. It reports 1,222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250915164357NAL0002112912002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Roofers Local No. 96 Health And Welfare Fund
- EIN
- 23-7159947
- Plan number
- 501
- Location
- Bloomington, MN
- Participants
- 1,222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,736,198
- Total liabilities (EOY)
- $1,645,970
- Net assets (EOY)
- $27,090,228
- Employer contributions
- $19,332,483
- Participant contributions
- $744,012
- Total income / additions
- $24,694,861
- Benefits paid
- $18,075,495
- Administrative expenses
- $963,734
- Total expenses
- $19,039,229
- Net increase / (decrease)
- $5,655,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $669,440 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Mn | NONE | $330,089 | $12,192 |
| Reinhart Boerner Van Deuren S.C. | NONE | $84,586 | not reported in the loaded dataset |
| Mairs & Power, Inc. | NONE | $67,809 | $0 |
| The Segal Company | NONE | $67,082 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $32,083 | not reported in the loaded dataset |
| Team, Inc. | NONE | $28,524 | not reported in the loaded dataset |
| Express Scripts | NONE | $28,221 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $21,613 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $10,727 | $0 |
| Frsecure | NONE | $6,250 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $6,043 | $0 |