Roofers' Local Union No.22 Supplemental Retirement — Form 5500 plan (Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus)
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' Local Union No.22 Supplemental Retirement is a benefit plan reported by Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus under EIN 26-2070733 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $4,539,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus
- EIN
- 26-2070733
- Plan number
- 002
- Plan type
- 1
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $4,539,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241212171804NAL0007968707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,539,382
- Total liabilities (EOY)
- $23,425
- Net assets (EOY)
- $4,515,957
- Net assets (BOY)
- $4,463,704
Income & contributions
- Employer contributions
- $566,714
- Total contributions
- $566,714
- Total income / additions
- $775,046
Expenses & distributions
- Benefits paid
- $577,110
- Administrative expenses
- $145,683
- Total expenses
- $722,793
- Net increase / (decrease)
- $52,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roofers Local No. 22 Welfare Plan | RELATED BENEFIT PLAN | $72,558 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $25,608 | not reported in the loaded dataset | 2023 |
| Benefit Plans Administrative Servic | NONE | $16,340 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | NONE | $9,694 | not reported in the loaded dataset | 2023 |
| Robert Pizzo, Esq | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $7,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers' Local Union No. 22 Supplemental Retirement Plan Board Of Trus
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Roofers Local No. 22 Welfare Plan — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Benefit Plans Administrative Servic — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation
- Robert Pizzo, Esq — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation