Roofers Local No. 9 Pension Plan — Form 5500 plan (Board Of Trustees- Roofers Local No. 9 Pension 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, Roofers Local No. 9 Pension Plan is a benefit plan reported by Board Of Trustees- Roofers Local No. 9 Pension Fund under EIN 06-6061612 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $68,457,430 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees- Roofers Local No. 9 Pension Fund
- EIN
- 06-6061612
- Plan number
- 001
- Plan type
- 1
- Location
- East Hartford, CT
- Latest filing year
- 2023
- Participants
- 506
- End-of-year plan assets
- $68,457,430
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 506 | H, C | 20241010113217NAL0011419027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,457,430
- Total liabilities (EOY)
- $1,958
- Net assets (EOY)
- $68,455,472
- Net assets (BOY)
- $62,857,192
Income & contributions
- Employer contributions
- $1,908,254
- Total contributions
- $1,908,254
- Total income / additions
- $9,052,443
Expenses & distributions
- Benefits paid
- $2,834,383
- Administrative expenses
- $619,780
- Total expenses
- $3,454,163
- Net increase / (decrease)
- $5,598,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Management Investment Advi | NONE | $106,846 | $0 | 2023 |
| Wright Investors | NONE | $102,110 | not reported in the loaded dataset | 2023 |
| Prudential Financial | NONE | $89,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $84,636 | $0 | 2023 |
| Webster Bank | NONE | $58,507 | not reported in the loaded dataset | 2023 |
| Brescia Printing Services | NONE | $51,802 | not reported in the loaded dataset | 2023 |
| Agilis Partners, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Reid & Reige, P.C. | NONE | $25,415 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $14,333 | not reported in the loaded dataset | 2023 |
| Freshtech It LLC | NONE | $7,706 | not reported in the loaded dataset | 2023 |
| Amalgamated Employee Benefits Admin | NONE | $5,567 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees- Roofers Local No. 9 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Hartford, CT
- Columbia Management Investment Advi — Schedule C compensation
- Wright Investors — Schedule C compensation
- Prudential Financial — Schedule C compensation
- The Segal Company — Schedule C compensation
- Webster Bank — Schedule C compensation
- Brescia Printing Services — Schedule C compensation
- Agilis Partners, LLC — Schedule C compensation
- Reid & Reige, P.C. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Freshtech It LLC — Schedule C compensation
- Amalgamated Employee Benefits Admin — Schedule C compensation