United Union Of Roofers, Waterproofers & Allied Workers Local No. 12 Health & Welfare Fund — Form 5500 plan (Roofers Union Local No. 12 Health And Welfare Fund)
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, United Union Of Roofers, Waterproofers & Allied Workers Local No. 12 Health & Welfare Fund is a benefit plan reported by Roofers Union Local No. 12 Health And Welfare Fund under EIN 06-0878220 and plan number 501. The latest loaded filing year is 2023. The filing reports 330 participants and $3,757,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Union Local No. 12 Health And Welfare Fund
- EIN
- 06-0878220
- Plan number
- 501
- Plan type
- 1
- Location
- Wallingford, CT
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $3,757,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241014162421NAL0027850705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,757,369
- Total liabilities (EOY)
- $291,443
- Net assets (EOY)
- $3,465,926
- Net assets (BOY)
- $2,927,934
Income & contributions
- Employer contributions
- $4,101,373
- Participant contributions
- $36,006
- Total contributions
- $4,137,379
- Total income / additions
- $4,330,259
Expenses & distributions
- Benefits paid
- $3,485,733
- Administrative expenses
- $306,534
- Total expenses
- $3,792,267
- Net increase / (decrease)
- $537,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sav-Rx | NONE | $429,535 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc | NONE | $83,583 | $0 | 2023 |
| The Segal Company | NONE | $28,385 | not reported in the loaded dataset | 2023 |
| Holm Ohara | NONE | $18,516 | not reported in the loaded dataset | 2023 |
| Beers, Hamerman, Cohen & Burger Pc | NONE | $18,250 | not reported in the loaded dataset | 2023 |
| Novak Francella | NONE | $17,202 | not reported in the loaded dataset | 2023 |
| Davis Vision | NONE | $16,886 | not reported in the loaded dataset | 2023 |
| Bradley, Foster & Sargent | not reported in the loaded dataset | $10,242 | not reported in the loaded dataset | 2023 |
| Segal Select Investments | NONE | $10,123 | not reported in the loaded dataset | 2023 |
| Lower Hudson Valley Eap | NONE | $5,648 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Union Local No. 12 Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Wallingford, CT
- Sav-Rx — Schedule C compensation
- Zenith American Solutions Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Holm Ohara — Schedule C compensation
- Beers, Hamerman, Cohen & Burger Pc — Schedule C compensation
- Novak Francella — Schedule C compensation
- Davis Vision — Schedule C compensation
- Bradley, Foster & Sargent — Schedule C compensation
- Segal Select Investments — Schedule C compensation
- Lower Hudson Valley Eap — Schedule C compensation