Roofers Union Local 30 Combined Annuity Fund — Form 5500 plan (Joint Board Of Trustees Roofers Union Local 30)
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 Union Local 30 Combined Annuity Fund is a benefit plan reported by Joint Board Of Trustees Roofers Union Local 30 under EIN 23-2567112 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,061 participants and $106,223,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Roofers Union Local 30
- EIN
- 23-2567112
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,061
- End-of-year plan assets
- $106,223,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,061 | H, C | 20241219095441NAL0009652914002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,223,079
- Total liabilities (EOY)
- $69,199
- Net assets (EOY)
- $106,153,880
- Net assets (BOY)
- $95,176,633
Income & contributions
- Employer contributions
- $8,098,516
- Total contributions
- $8,098,516
- Total income / additions
- $16,317,424
Expenses & distributions
- Benefits paid
- $5,041,550
- Administrative expenses
- $298,627
- Total expenses
- $5,340,177
- Net increase / (decrease)
- $10,977,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $79,490 | not reported in the loaded dataset | 2023 |
| Pfm Advisors | NONE | $66,000 | not reported in the loaded dataset | 2023 |
| Chartwell Investment | NONE | $35,136 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $16,066 | $0 | 2023 |
| Mspc | NONE | $15,194 | not reported in the loaded dataset | 2023 |
| Old Glory | NONE | $14,621 | not reported in the loaded dataset | 2023 |
| Susanin Widman & Brennan, Pc | NONE | $7,842 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Roofers Union Local 30
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys — Schedule C compensation
- Pfm Advisors — Schedule C compensation
- Chartwell Investment — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Mspc — Schedule C compensation
- Old Glory — Schedule C compensation
- Susanin Widman & Brennan, Pc — Schedule C compensation