Roofers Local No. 74/203 Annuity Plan — Form 5500 plan (Board Of Trustees Roofers Local No. 74/203 Annuity 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 Local No. 74/203 Annuity Plan is a benefit plan reported by Board Of Trustees Roofers Local No. 74/203 Annuity Fund under EIN 45-2840767 and plan number 001. The latest loaded filing year is 2023. The filing reports 555 participants and $9,096,890 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Roofers Local No. 74/203 Annuity Fund
- EIN
- 45-2840767
- Plan number
- 001
- Plan type
- 1
- Location
- West Seneca, NY
- Latest filing year
- 2023
- Participants
- 555
- End-of-year plan assets
- $9,096,890
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 555 | H, C | 20250310081506NAL0016071057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,096,890
- Total liabilities (EOY)
- $6,098
- Net assets (EOY)
- $9,090,792
- Net assets (BOY)
- $7,368,431
Income & contributions
- Employer contributions
- $1,402,782
- Total contributions
- $1,402,782
- Total income / additions
- $2,499,283
Expenses & distributions
- Benefits paid
- $654,406
- Administrative expenses
- $122,516
- Total expenses
- $776,922
- Net increase / (decrease)
- $1,722,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $50,767 | $0 | 2023 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $17,580 | not reported in the loaded dataset | 2023 |