Local 522 Pension Fund Roofers Division — Form 5500 plan (Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division)
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, Local 522 Pension Fund Roofers Division is a benefit plan reported by Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division under EIN 11-6158900 and plan number 001. The latest loaded filing year is 2023. The filing reports 945 participants and $36,802,389 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division
- EIN
- 11-6158900
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 945
- End-of-year plan assets
- $36,802,389
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 945 | H, C | 20250411180526NAL0023695617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,802,389
- Total liabilities (EOY)
- $138,586
- Net assets (EOY)
- $36,663,803
- Net assets (BOY)
- $32,943,287
Income & contributions
- Employer contributions
- $1,058,203
- Total contributions
- $1,058,203
- Total income / additions
- $5,114,755
Expenses & distributions
- Benefits paid
- $1,119,686
- Administrative expenses
- $274,553
- Total expenses
- $1,394,239
- Net increase / (decrease)
- $3,720,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Teamster Fund | NONE | $61,335 | not reported in the loaded dataset | 2023 |
| Cherion, Inc. | NONE | $61,187 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $28,311 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $28,100 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Cary Kane, Llp | NONE | $14,807 | not reported in the loaded dataset | 2023 |
| Pbi Research Services | NONE | $7,152 | not reported in the loaded dataset | 2023 |
| Bridgeway Technologies | NONE | $5,345 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint B. Of Trustees Of Local 522 Pension Fund Roofers Division
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- United Teamster Fund — Schedule C compensation
- Cherion, Inc. — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cary Kane, Llp — Schedule C compensation
- Pbi Research Services — Schedule C compensation
- Bridgeway Technologies — Schedule C compensation