Roofers Local Union #8 - Rdwa Insurance And Trust — Form 5500 plan (Rdwa - 8 United Union Of Roofers)
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 Union #8 - Rdwa Insurance And Trust is a benefit plan reported by Rdwa - 8 United Union Of Roofers under EIN 11-1653210 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,004 participants and $43,599,182 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rdwa - 8 United Union Of Roofers
- EIN
- 11-1653210
- Plan number
- 501
- Plan type
- 1
- Location
- Long Island City, NY
- Latest filing year
- 2023
- Participants
- 1,004
- End-of-year plan assets
- $43,599,182
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,004 | H, C | 20241014191632NAL0047253104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,599,182
- Total liabilities (EOY)
- $9,130,996
- Net assets (EOY)
- $34,468,186
- Net assets (BOY)
- $30,925,545
Income & contributions
- Employer contributions
- $35,348,497
- Participant contributions
- $30,534
- Total contributions
- $35,379,031
- Total income / additions
- $36,911,606
Expenses & distributions
- Benefits paid
- $32,764,863
- Administrative expenses
- $604,102
- Total expenses
- $33,368,965
- Net increase / (decrease)
- $3,542,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $140,580 | not reported in the loaded dataset | 2023 |
| Cigna | NONE | $82,556 | $0 | 2023 |
| John Strauss | EMPLOYEE | $81,800 | not reported in the loaded dataset | 2023 |
| Mspc Certified Public Accountants | NONE | $81,607 | not reported in the loaded dataset | 2023 |
| William Rothberg, P.C. | NONE | $69,539 | not reported in the loaded dataset | 2023 |
| Deborah Caracciolo | EMPLOYEE | $68,564 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd, Llp | NONE | $64,275 | not reported in the loaded dataset | 2023 |
| Migdalia Sanabria | EMPLOYEE | $62,188 | not reported in the loaded dataset | 2023 |
| Waterproof Workers Realty Corp | NONE | $61,634 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $44,610 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants Inc. | NONE | $7,152 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rdwa - 8 United Union Of Roofers
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Long Island City, NY
- Zenith American Solutions — Schedule C compensation
- Cigna — Schedule C compensation
- John Strauss — Schedule C compensation
- Mspc Certified Public Accountants — Schedule C compensation
- William Rothberg, P.C. — Schedule C compensation
- Deborah Caracciolo — Schedule C compensation
- Barnes, Iaccarino & Shepherd, Llp — Schedule C compensation
- Migdalia Sanabria — Schedule C compensation
- Waterproof Workers Realty Corp — Schedule C compensation
- Segal Company — Schedule C compensation
- Quan-Vest Consultants Inc. — Schedule C compensation