Roofers Union Local No. 70 Pension Plan — Form 5500 plan (Joint Board Of Trustees Of Roofers Union Local No. 70 Pension Plan)
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 Union Local No. 70 Pension Plan is a benefit plan reported by Joint Board Of Trustees Of Roofers Union Local No. 70 Pension Plan under EIN 38-2754697 and plan number 001. The latest loaded filing year is 2023. The filing reports 466 participants and $41,324,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Roofers Union Local No. 70 Pension Plan
- EIN
- 38-2754697
- Plan number
- 001
- Plan type
- 1
- Location
- Howell, MI
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $41,324,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H, C | 20240808151507NAL0010994834003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,324,510
- Total liabilities (EOY)
- $45,425
- Net assets (EOY)
- $41,279,085
- Net assets (BOY)
- $37,000,906
Income & contributions
- Employer contributions
- $4,122,616
- Total contributions
- $4,122,616
- Total income / additions
- $9,182,412
Expenses & distributions
- Benefits paid
- $4,614,255
- Administrative expenses
- $289,978
- Total expenses
- $4,904,233
- Net increase / (decrease)
- $4,278,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asher Kelly Law | NONE | $14,265 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $12,525 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $10,335 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Roofers Union Local No. 70 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Howell, MI
- Asher Kelly Law — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation