Roofers Local No. 74/ No. 203 Welfare Plan — Form 5500 plan (Board Of Trustees Roofers Local No. 74/203 Welfare Trust 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. 74/ No. 203 Welfare Plan is a benefit plan reported by Board Of Trustees Roofers Local No. 74/203 Welfare Trust Fund under EIN 16-0836163 and plan number 501. The latest loaded filing year is 2023. The filing reports 466 participants and $8,783,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Roofers Local No. 74/203 Welfare Trust Fund
- EIN
- 16-0836163
- Plan number
- 501
- Plan type
- 1
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $8,783,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20250414153007NAL0001895473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,783,866
- Total liabilities (EOY)
- $1,348,843
- Net assets (EOY)
- $7,435,023
- Net assets (BOY)
- $7,647,296
Income & contributions
- Employer contributions
- $4,260,282
- Participant contributions
- $44,146
- Total contributions
- $4,304,428
- Total income / additions
- $5,299,809
Expenses & distributions
- Benefits paid
- $5,023,230
- Administrative expenses
- $488,852
- Total expenses
- $5,512,082
- Net increase / (decrease)
- -$212,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Umr,Inc. | NONE | $219,553 | $11,479 | 2023 |
| Judy English | EMPLOYEE | $93,810 | not reported in the loaded dataset | 2023 |
| Luke Baecker | EMPLOYEE | $65,422 | not reported in the loaded dataset | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $32,325 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc | NONE | $16,789 | $0 | 2023 |
| Usi Consulting Group | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Pilot Consulting, Inc. | NONE | $9,709 | not reported in the loaded dataset | 2023 |
| Lipsitz Green Scime Cambria Llp | NONE | $7,478 | not reported in the loaded dataset | 2023 |
| Loptr LLC | NONE | $6,418 | not reported in the loaded dataset | 2023 |
| Telperion Solutions Group LLC | NONE | $5,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Roofers Local No. 74/203 Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Seneca, NY
- Umr,Inc. — Schedule C compensation
- Judy English — Schedule C compensation
- Luke Baecker — Schedule C compensation
- Arcara Lenda Eusanio & Stacey Cpas — Schedule C compensation
- Ubs Financial Services, Inc — Schedule C compensation
- Usi Consulting Group — Schedule C compensation
- Pilot Consulting, Inc. — Schedule C compensation
- Lipsitz Green Scime Cambria Llp — Schedule C compensation
- Loptr LLC — Schedule C compensation
- Telperion Solutions Group LLC — Schedule C compensation