Roofers Union Local 30 Combined Pension Fund — Form 5500 plan (Joint Board Of Trustees Roofers Local Union 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 Pension Fund is a benefit plan reported by Joint Board Of Trustees Roofers Local Union 30 under EIN 23-6289069 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,519 participants and $156,880,348 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Roofers Local Union 30
- EIN
- 23-6289069
- Plan number
- 001
- Plan type
- 1
- Location
- Troy, MI
- Latest filing year
- 2023
- Participants
- 2,519
- End-of-year plan assets
- $156,880,348
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,519 | H, C | 20241219095441NAL0009652914003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,880,348
- Total liabilities (EOY)
- $504,072
- Net assets (EOY)
- $156,376,276
- Net assets (BOY)
- $141,381,549
Income & contributions
- Employer contributions
- $13,354,952
- Total contributions
- $13,354,952
- Total income / additions
- $30,235,969
Expenses & distributions
- Benefits paid
- $14,220,757
- Administrative expenses
- $1,020,485
- Total expenses
- $15,241,242
- Net increase / (decrease)
- $14,994,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys | NONE | $238,320 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $124,270 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $106,000 | not reported in the loaded dataset | 2023 |
| Pfm Asset Management | NONE | $90,750 | not reported in the loaded dataset | 2023 |
| Prisa | NONE | $72,190 | not reported in the loaded dataset | 2023 |
| Patriot Financial Manager, Lp | NONE | $48,650 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff | NONE | $47,406 | not reported in the loaded dataset | 2023 |
| Pnc Institutional Investments | NONE | $32,385 | $0 | 2023 |
| Mspc | NONE | $22,366 | not reported in the loaded dataset | 2023 |
| Susanin, Widman & Brennan | NONE | $20,421 | not reported in the loaded dataset | 2023 |
| Xpan Law Partner | NONE | $17,500 | not reported in the loaded dataset | 2023 |
| Holroyd Gelman P.C. | NONE | $9,566 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Roofers Local Union 30
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Troy, MI
- Benesys — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Pfm Asset Management — Schedule C compensation
- Prisa — Schedule C compensation
- Patriot Financial Manager, Lp — Schedule C compensation
- Atalanta Sosnoff — Schedule C compensation
- Pnc Institutional Investments — Schedule C compensation
- Mspc — Schedule C compensation
- Susanin, Widman & Brennan — Schedule C compensation
- Xpan Law Partner — Schedule C compensation
- Holroyd Gelman P.C. — Schedule C compensation