Health & Welfare Fund Of Roofers Local No. 22 — Form 5500 plan (Health & Welfare Fund Of Roofers Local N)
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, Health & Welfare Fund Of Roofers Local No. 22 is a benefit plan reported by Health & Welfare Fund Of Roofers Local N under EIN 23-7381527 and plan number 501. The latest loaded filing year is 2023. The filing reports 127 participants and $9,278,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health & Welfare Fund Of Roofers Local N
- EIN
- 23-7381527
- Plan number
- 501
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $9,278,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20250203101725NAL0012075232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,278,907
- Total liabilities (EOY)
- $13,638
- Net assets (EOY)
- $9,265,269
- Net assets (BOY)
- $8,134,296
Income & contributions
- Employer contributions
- $2,574,000
- Participant contributions
- $5,318
- Total contributions
- $2,579,318
- Total income / additions
- $3,636,062
Expenses & distributions
- Benefits paid
- $1,987,970
- Administrative expenses
- $517,119
- Total expenses
- $2,505,089
- Net increase / (decrease)
- $1,130,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthony Noyer | EMPLOYEE | $73,478 | not reported in the loaded dataset | 2023 |
| Karpus Investment Managers | NONE | $48,647 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $48,325 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $37,801 | not reported in the loaded dataset | 2023 |
| Paula Kuder | EMPLOYEE | $37,090 | not reported in the loaded dataset | 2023 |
| Susan Troutman | EMPLOYEE | $17,175 | not reported in the loaded dataset | 2023 |
| Roofers Local 22 Building Fund | AFFILIATE | $17,011 | not reported in the loaded dataset | 2023 |
| Carlos Martinez | EMPLOYEE | $15,386 | not reported in the loaded dataset | 2023 |
| Robert Pizzo, Esq. | NONE | $12,400 | not reported in the loaded dataset | 2023 |
| Telperion Solutions Group | NONE | $8,225 | not reported in the loaded dataset | 2023 |
| Pilot Consulting, Inc | NONE | $7,647 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health & Welfare Fund Of Roofers Local N
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Anthony Noyer — Schedule C compensation
- Karpus Investment Managers — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Paula Kuder — Schedule C compensation
- Susan Troutman — Schedule C compensation
- Roofers Local 22 Building Fund — Schedule C compensation
- Carlos Martinez — Schedule C compensation
- Robert Pizzo, Esq. — Schedule C compensation
- Telperion Solutions Group — Schedule C compensation
- Pilot Consulting, Inc — Schedule C compensation