Roofers Local No. 241 Pension Fund — Form 5500 plan (Roofers Local No. 241 Pension 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. 241 Pension Fund is a benefit plan reported by Roofers Local No. 241 Pension Fund under EIN 51-6125180 and plan number 001. The latest loaded filing year is 2023. The filing reports 372 participants and $36,151,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roofers Local No. 241 Pension Fund
- EIN
- 51-6125180
- Plan number
- 001
- Plan type
- 1
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $36,151,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H, C | 20250415145727NAL0005810144005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,151,496
- Total liabilities (EOY)
- $106,194
- Net assets (EOY)
- $36,045,302
- Net assets (BOY)
- $32,386,632
Income & contributions
- Employer contributions
- $2,649,034
- Total contributions
- $2,649,034
- Total income / additions
- $5,798,355
Expenses & distributions
- Benefits paid
- $1,750,185
- Administrative expenses
- $389,500
- Total expenses
- $2,139,685
- Net increase / (decrease)
- $3,658,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $194,524 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates | CONSULTANT | $28,900 | not reported in the loaded dataset | 2023 |
| Corbin Capital Partners, L.P. | NONE | $16,182 | $0 | 2023 |
| D'Arcangelo & Co., Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management | NONE | $12,637 | $0 | 2023 |
| Boyd Watterson Asset Management LLC | NONE | $12,460 | not reported in the loaded dataset | 2023 |
| Cep Consultants, Inc | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| Lipsitz, Green, Scime, Cambria | NONE | $7,360 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Co. | NONE | $6,529 | $0 | 2023 |
| Timothy Bare | CONSULTANT | $5,875 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Roofers Local No. 241 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Morgan Stanley Wealth Management — Schedule C compensation
- O'Sullivan Associates — Schedule C compensation
- Corbin Capital Partners, L.P. — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Hgk Asset Management — Schedule C compensation
- Boyd Watterson Asset Management LLC — Schedule C compensation
- Cep Consultants, Inc — Schedule C compensation
- Lipsitz, Green, Scime, Cambria — Schedule C compensation
- Union Labor Life Insurance Co. — Schedule C compensation
- Timothy Bare — Schedule C compensation