Roofers Local No. 54 Supplemental Benefit Plan — Form 5500 plan (Bot - Roofers Loc. No 54 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 No. 54 Supplemental Benefit Plan is a benefit plan reported by Bot - Roofers Loc. No 54 Supplemental Benefit Plan under EIN 91-1727270 and plan number 001. The latest loaded filing year is 2023. The filing reports 819 participants and $14,750,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bot - Roofers Loc. No 54 Supplemental Benefit Plan
EIN
91-1727270
Plan number
001
Plan type
1
Location
Seattle, WA
Latest filing year
2023
Participants
819
End-of-year plan assets
$14,750,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023819H, C20241015132625NAL0016485603001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,750,439
Total liabilities (EOY)
$48,970
Net assets (EOY)
$14,701,469
Net assets (BOY)
$13,098,707

Income & contributions

Employer contributions
$655,022
Participant contributions
$35,818
Total contributions
$690,840
Total income / additions
$2,398,452

Expenses & distributions

Benefits paid
$666,159
Administrative expenses
$129,531
Total expenses
$795,690
Net increase / (decrease)
$1,602,762

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eb Management CompanyNONE$57,455not reported in the loaded dataset2023
Washington Capital Management IncNONE$27,325not reported in the loaded dataset2023
Highland Capital Advisors LLCNONE$12,500not reported in the loaded dataset2023
CliftonlarsonallenNONE$10,600not reported in the loaded dataset2023
Law Office Of Richard A. Ekman, P.SNONE$6,015not reported in the loaded dataset2023
Withumsmith+Brown, PcNONE$5,615not reported in the loaded dataset2023

Related Form 5500 pages