Roofers Local 153 Supplemental Benefit Plan — Form 5500 plan (Bot - Roofers Loc. 153 Supplemental Benefit 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 Local 153 Supplemental Benefit Plan is a benefit plan reported by Bot - Roofers Loc. 153 Supplemental Benefit Plan under EIN 91-1222649 and plan number 001. The latest loaded filing year is 2023. The filing reports 820 participants and $15,839,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot - Roofers Loc. 153 Supplemental Benefit Plan
- EIN
- 91-1222649
- Plan number
- 001
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 820
- End-of-year plan assets
- $15,839,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 820 | H, C | 20241219163320NAL0004585105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,839,054
- Total liabilities (EOY)
- $48,090
- Net assets (EOY)
- $15,790,964
- Net assets (BOY)
- $13,947,686
Income & contributions
- Employer contributions
- $1,062,856
- Participant contributions
- $24,994
- Total contributions
- $1,087,850
- Total income / additions
- $2,335,993
Expenses & distributions
- Benefits paid
- $323,936
- Administrative expenses
- $168,779
- Total expenses
- $492,715
- Net increase / (decrease)
- $1,843,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $49,540 | $0 | 2023 |
| Eb Management Company | NONE | $48,890 | not reported in the loaded dataset | 2023 |
| Washington Capital Management Inc | NONE | $28,519 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $19,794 | not reported in the loaded dataset | 2023 |
| Law Office Of Richard A. Ekman, P.S | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot - Roofers Loc. 153 Supplemental Benefit Plan
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Eb Management Company — Schedule C compensation
- Washington Capital Management Inc — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- Law Office Of Richard A. Ekman, P.S — Schedule C compensation