Roofers & Waterproofers Local 37 Annuity Fund — Form 5500 plan (Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun)
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 & Waterproofers Local 37 Annuity Fund is a benefit plan reported by Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun under EIN 25-6145217 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $17,103,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun
- EIN
- 25-6145217
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $17,103,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241014113010NAL0013204627011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,103,631
- Total liabilities (EOY)
- $39,612
- Net assets (EOY)
- $17,064,019
- Net assets (BOY)
- $15,233,852
Income & contributions
- Employer contributions
- $620,332
- Total contributions
- $620,332
- Total income / additions
- $3,112,889
Expenses & distributions
- Benefits paid
- $1,034,677
- Administrative expenses
- $122,485
- Total expenses
- $1,282,722
- Net increase / (decrease)
- $1,830,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc | NONE | $52,400 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Stephen J. O'Brien & Associates | NONE | $18,618 | not reported in the loaded dataset | 2023 |
| Cypher & Cypher | NONE | $12,131 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Roofers & Waterproofers Local 37 Annuity Fun
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions Inc — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Stephen J. O'Brien & Associates — Schedule C compensation
- Cypher & Cypher — Schedule C compensation