Roofers Unions Welfare Trust Fund — Form 5500 plan (Trustees Of Roofers Unions Welfare Trust Fund)
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 Unions Welfare Trust Fund is a benefit plan reported by Trustees Of Roofers Unions Welfare Trust Fund under EIN 36-2226396 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,358 participants and $106,675,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Roofers Unions Welfare Trust Fund
- EIN
- 36-2226396
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 2,358
- End-of-year plan assets
- $106,675,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,358 | H, C | 20240918135300NAL0004660545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $106,675,015
- Total liabilities (EOY)
- $3,488,974
- Net assets (EOY)
- $103,186,041
- Net assets (BOY)
- $93,262,454
Income & contributions
- Employer contributions
- $38,011,679
- Participant contributions
- $128,632
- Total contributions
- $38,140,311
- Total income / additions
- $48,547,217
Expenses & distributions
- Benefits paid
- $37,089,036
- Administrative expenses
- $1,534,594
- Total expenses
- $38,623,630
- Net increase / (decrease)
- $9,923,587
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross/Blue Shield | NONE | $1,115,957 | not reported in the loaded dataset | 2023 |
| Wilson Mcshane | NONE | $840,943 | not reported in the loaded dataset | 2023 |
| Johnson & Krol | NONE | $181,328 | not reported in the loaded dataset | 2023 |
| Valenz Care | NONE | $118,344 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $118,250 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $87,205 | not reported in the loaded dataset | 2023 |
| Compsych Corporation | NONE | $84,527 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $66,884 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $54,530 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis And Bockius Llp | NONE | $48,645 | not reported in the loaded dataset | 2023 |
| Cvs Pharmacy, Inc | NONE | $0 | $28,125 | 2023 |
| Dental Network Of America LLC | NONE | $26,703 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $19,041 | $0 | 2023 |
| Segal Marco Advisors | NONE | $13,875 | not reported in the loaded dataset | 2023 |
| Eyemed Vision Care, LLC | NONE | $11,783 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $11,021 | $0 | 2023 |
| The Union Labor Life Ins. Co. | NONE | $8,618 | $0 | 2023 |
| Fair Health Inc. | NONE | $8,196 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Roofers Unions Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Blue Cross/Blue Shield — Schedule C compensation
- Wilson Mcshane — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Valenz Care — Schedule C compensation
- The Segal Company — Schedule C compensation
- National Investment Services — Schedule C compensation
- Compsych Corporation — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Morgan, Lewis And Bockius Llp — Schedule C compensation
- Cvs Pharmacy, Inc — Schedule C compensation
- Dental Network Of America LLC — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Eyemed Vision Care, LLC — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- The Union Labor Life Ins. Co. — Schedule C compensation
- Fair Health Inc. — Schedule C compensation