Roofers Local Union #210 Money Purchase Pension Plan — Form 5500 plan (Roofers Local Union #210 Board Of Trustees)
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 #210 Money Purchase Pension Plan is a benefit plan reported by Roofers Local Union #210 Board Of Trustees under EIN 16-6108444 and plan number 003. The latest loaded filing year is 2023. The filing reports 273 participants and $10,074,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local Union #210 Board Of Trustees
- EIN
- 16-6108444
- Plan number
- 003
- Plan type
- 1
- Location
- Erie, PA
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $10,074,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20250217102333NAL0003676402001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,074,975
- Total liabilities (EOY)
- $6,696
- Net assets (EOY)
- $10,068,279
- Net assets (BOY)
- $9,646,264
Income & contributions
- Employer contributions
- $658,939
- Total contributions
- $658,939
- Total income / additions
- $1,501,883
Expenses & distributions
- Benefits paid
- $1,017,926
- Administrative expenses
- $61,942
- Total expenses
- $1,079,868
- Net increase / (decrease)
- $422,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fnb Wealth Management | NONE | $29,875 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N. A. | NONE | $15,378 | $0 | 2023 |
| Heberlein And Falk, Pc | NONE | $7,715 | not reported in the loaded dataset | 2023 |