Roofers Union Local No. 70 Insurance Trust Fund — Form 5500 plan (Joint Board Roofers Union Local No 70 Insurance 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 Union Local No. 70 Insurance Trust Fund is a benefit plan reported by Joint Board Roofers Union Local No 70 Insurance Trust Fund under EIN 38-2818643 and plan number 504. The latest loaded filing year is 2023. The filing reports 360 participants and $8,865,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Roofers Union Local No 70 Insurance Trust Fund
- EIN
- 38-2818643
- Plan number
- 504
- Plan type
- 1
- Location
- Howell, MI
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $8,865,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20240808151507NAL0010994834002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,865,922
- Total liabilities (EOY)
- $1,316,897
- Net assets (EOY)
- $7,549,025
- Net assets (BOY)
- $6,696,645
Income & contributions
- Employer contributions
- $5,335,455
- Participant contributions
- $243,838
- Total contributions
- $5,579,293
- Total income / additions
- $6,029,011
Expenses & distributions
- Benefits paid
- $4,947,738
- Administrative expenses
- $228,893
- Total expenses
- $5,176,631
- Net increase / (decrease)
- $852,380
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Michigan | NONE | $4,194,782 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Michigan | NONE | $241,226 | not reported in the loaded dataset | 2023 |
| Benesys, Inc. | NONE | $120,290 | not reported in the loaded dataset | 2023 |
| Blue Care Network Of Michigan | NONE | $69,968 | not reported in the loaded dataset | 2023 |
| National Vision Administrators, LLC | NONE | $44,318 | not reported in the loaded dataset | 2023 |
| Laura London | EMPLOYEE | $35,930 | not reported in the loaded dataset | 2023 |
| Roofers Joint Education Trust Fund | NONE | $31,103 | not reported in the loaded dataset | 2023 |
| One America | NONE | $30,460 | not reported in the loaded dataset | 2023 |
| Bultynck & Co., Pllc | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $12,994 | not reported in the loaded dataset | 2023 |
| Monroe & Associates, Inc. | NONE | $10,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Roofers Union Local No 70 Insurance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Howell, MI
- Blue Cross Blue Shield Of Michigan — Schedule C compensation
- Delta Dental Of Michigan — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Blue Care Network Of Michigan — Schedule C compensation
- National Vision Administrators, LLC — Schedule C compensation
- Laura London — Schedule C compensation
- Roofers Joint Education Trust Fund — Schedule C compensation
- One America — Schedule C compensation
- Bultynck & Co., Pllc — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Monroe & Associates, Inc. — Schedule C compensation