Composition Roofers Local #4 Pension Plan — Form 5500 plan (Trustees - Composition Roofers Local #4 Pension Plan)
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, Composition Roofers Local #4 Pension Plan is a benefit plan reported by Trustees - Composition Roofers Local #4 Pension Plan under EIN 22-6172741 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $61,096,643 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Composition Roofers Local #4 Pension Plan
- EIN
- 22-6172741
- Plan number
- 001
- Plan type
- 1
- Location
- Parsippany, NJ
- Latest filing year
- 2023
- Participants
- 530
- End-of-year plan assets
- $61,096,643
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 530 | H, C | 20250813105329NAL0004838611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,096,643
- Total liabilities (EOY)
- $38,030
- Net assets (EOY)
- $61,058,613
- Net assets (BOY)
- $51,816,883
Income & contributions
- Employer contributions
- $2,052,333
- Total contributions
- $2,052,333
- Total income / additions
- $14,263,716
Expenses & distributions
- Benefits paid
- $4,458,053
- Administrative expenses
- $563,933
- Total expenses
- $5,021,986
- Net increase / (decrease)
- $9,241,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eagle Capital Management | NONE | $104,258 | not reported in the loaded dataset | 2023 |
| Johnston Asset Management | NONE | $59,548 | not reported in the loaded dataset | 2023 |
| I E Shaffer & Co | NONE | $41,435 | not reported in the loaded dataset | 2023 |
| Mspc | NONE | $39,128 | not reported in the loaded dataset | 2023 |
| Prudential | NONE | $16,763 | $14,625 | 2023 |
| Mept - New Tower | NONE | $22,364 | not reported in the loaded dataset | 2023 |
| Summit Actuarial Services | NONE | $22,000 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $18,348 | not reported in the loaded dataset | 2023 |
| Mariner Institutional LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Mutual Of America, Investment Mgr | NONE | $12,646 | not reported in the loaded dataset | 2023 |
| Cohen, Leder, Montalbano & Connaugh | NONE | $10,982 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Composition Roofers Local #4 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Parsippany, NJ
- Eagle Capital Management — Schedule C compensation
- Johnston Asset Management — Schedule C compensation
- I E Shaffer & Co — Schedule C compensation
- Mspc — Schedule C compensation
- Prudential — Schedule C compensation
- Mept - New Tower — Schedule C compensation
- Summit Actuarial Services — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Mariner Institutional LLC — Schedule C compensation
- Mutual Of America, Investment Mgr — Schedule C compensation
- Cohen, Leder, Montalbano & Connaugh — Schedule C compensation