Toledo Roofers Local No 134 Pension Plan — Form 5500 plan (Board Of Trustees Toledo Roofers Local No 134 Pension)
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, Toledo Roofers Local No 134 Pension Plan is a benefit plan reported by Board Of Trustees Toledo Roofers Local No 134 Pension under EIN 34-6682179 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $33,441,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Toledo Roofers Local No 134 Pension
- EIN
- 34-6682179
- Plan number
- 001
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $33,441,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20240913123902NAL0005074371001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,441,373
- Total liabilities (EOY)
- $32,757
- Net assets (EOY)
- $33,408,616
- Net assets (BOY)
- $36,083,581
Income & contributions
- Employer contributions
- $1,040,747
- Total contributions
- $1,105,657
- Total income / additions
- $4,713,896
Expenses & distributions
- Benefits paid
- $7,012,768
- Administrative expenses
- $376,093
- Total expenses
- $7,388,861
- Net increase / (decrease)
- -$2,674,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | NONE | $130,340 | not reported in the loaded dataset | 2023 |
| Northwestern Ohio Administrators | NONE | $71,000 | not reported in the loaded dataset | 2023 |
| Untied Actuarial Services | NONE | $65,445 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $44,311 | not reported in the loaded dataset | 2023 |
| Huntington Insurance | NONE | $19,244 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $5,933 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Toledo Roofers Local No 134 Pension
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- Morgan Stanley Smith Barney — Schedule C compensation
- Northwestern Ohio Administrators — Schedule C compensation
- Untied Actuarial Services — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Huntington Insurance — Schedule C compensation
- Clark, Schaefer, Hackett & Co — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation