Roofers Health And Welfare Fund Of Central California — Form 5500 plan (Board Of Trustees, Roofers Health And Welfare 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 Health And Welfare Fund Of Central California is a benefit plan reported by Board Of Trustees, Roofers Health And Welfare Fund under EIN 91-1882299 and plan number 501. The latest loaded filing year is 2023. The filing reports 156 participants and $6,667,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Roofers Health And Welfare Fund
- EIN
- 91-1882299
- Plan number
- 501
- Plan type
- 1
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $6,667,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20250412102506NAL0015049123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,667,081
- Total liabilities (EOY)
- $692,815
- Net assets (EOY)
- $5,974,266
- Net assets (BOY)
- $5,498,845
Income & contributions
- Employer contributions
- $2,001,464
- Participant contributions
- $31,687
- Total contributions
- $2,033,151
- Total income / additions
- $2,423,288
Expenses & distributions
- Benefits paid
- $1,685,753
- Administrative expenses
- $262,114
- Total expenses
- $1,947,867
- Net increase / (decrease)
- $475,421
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Express Scripts | NONE | $116,704 | not reported in the loaded dataset | 2023 |
| Benefit Administration Corporation | NONE | $50,430 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $42,000 | not reported in the loaded dataset | 2023 |
| Transwestern | NONE | $40,349 | not reported in the loaded dataset | 2023 |
| Law Office Of Michael E Moss | NONE | $28,125 | not reported in the loaded dataset | 2023 |
| Neyhart Anderson Flynn & Grosboll | NONE | $23,783 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $23,140 | not reported in the loaded dataset | 2023 |
| Healthsmart | NONE | $14,368 | not reported in the loaded dataset | 2023 |
| Strategic Capital Inv Advisors | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Henry Chiu, Esq. | NONE | $6,412 | not reported in the loaded dataset | 2023 |
| Amalgamated Life Insurance Co. | NONE | $5,792 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $5,580 | not reported in the loaded dataset | 2023 |
| Union Data Systems | NONE | $5,000 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Insurance Agency | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Roofers Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Express Scripts — Schedule C compensation
- Benefit Administration Corporation — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Transwestern — Schedule C compensation
- Law Office Of Michael E Moss — Schedule C compensation
- Neyhart Anderson Flynn & Grosboll — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Healthsmart — Schedule C compensation
- Strategic Capital Inv Advisors — Schedule C compensation
- Henry Chiu, Esq. — Schedule C compensation
- Amalgamated Life Insurance Co. — Schedule C compensation
- Us Bank — Schedule C compensation
- Union Data Systems — Schedule C compensation
- Marsh & Mclennan Insurance Agency — Schedule C compensation