Roofers Local 248 Pension Plan — Form 5500 plan (Trustees Roofers And Slaters Local 248 Union)
Plain-English plan 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, Roofers Local 248 Pension Plan is a benefit plan reported by Trustees Roofers And Slaters Local 248 Union under EIN 04-2316465 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $4,868,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Roofers And Slaters Local 248 Union
- EIN
- 04-2316465
- Plan number
- 001
- Plan type
- 1
- Location
- Westfield, MA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $4,868,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20250312123656NAL0010136563001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,868,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,868,387
- Net assets (BOY)
- $5,094,069
Income & contributions
- Employer contributions
- $382,283
- Total contributions
- $392,192
- Total income / additions
- $856,375
Expenses & distributions
- Benefits paid
- $895,490
- Administrative expenses
- $186,567
- Total expenses
- $1,082,057
- Net increase / (decrease)
- -$225,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mckeogh Company | ACTUARY | $68,168 | not reported in the loaded dataset | 2023 |
| Kara Adamites | PLAN ADMINISTRATOR | $27,000 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden Company | INVESTMENT MANAGER | $22,723 | not reported in the loaded dataset | 2023 |
| Lapier Dillon And Associates Pc | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| First State | INVESTMENT MANAGER | $10,050 | not reported in the loaded dataset | 2023 |
| Segal Roitman Llp | ATTORNEYS | $6,344 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Roofers And Slaters Local 248 Union
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Westfield, MA
- Mckeogh Company — Schedule C compensation
- Kara Adamites — Schedule C compensation
- Boston Trust Walden Company — Schedule C compensation
- Lapier Dillon And Associates Pc — Schedule C compensation
- First State — Schedule C compensation
- Segal Roitman Llp — Schedule C compensation