Roofers Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Bay Area Roofers Health And Welfare)
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 Plan is a benefit plan reported by Board Of Trustees, Bay Area Roofers Health And Welfare under EIN 94-6074642 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,948 participants and $40,983,766 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Bay Area Roofers Health And Welfare
- EIN
- 94-6074642
- Plan number
- 501
- Plan type
- 1
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 1,948
- End-of-year plan assets
- $40,983,766
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,948 | H, C | 20250508175503NAL0009092147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,983,766
- Total liabilities (EOY)
- $13,398,162
- Net assets (EOY)
- $27,585,604
- Net assets (BOY)
- $19,999,590
Income & contributions
- Employer contributions
- $37,384,895
- Participant contributions
- $1,031,588
- Total contributions
- $38,416,483
- Total income / additions
- $41,839,106
Expenses & distributions
- Benefits paid
- $32,751,427
- Administrative expenses
- $1,501,665
- Total expenses
- $34,253,092
- Net increase / (decrease)
- $7,586,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Administrative Services | NONE | $582,436 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Life & Health Ins | NONE | $301,626 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $110,304 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $77,929 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company LLC | NONE | $53,445 | not reported in the loaded dataset | 2023 |
| Beat It! Program Inc | NONE | $44,348 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $29,038 | not reported in the loaded dataset | 2023 |
| American Health Holding, Inc | NONE | $27,265 | not reported in the loaded dataset | 2023 |
| Ineich & Company, Llp | NONE | $22,877 | not reported in the loaded dataset | 2023 |
| Compliance Audit Services | NONE | $14,080 | not reported in the loaded dataset | 2023 |
| Neyhart, Anderson, Flynn & Grosboll | NONE | $12,963 | not reported in the loaded dataset | 2023 |
| Hinge Health Inc | NONE | $11,940 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Bay Area Roofers Health And Welfare
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- United Administrative Services — Schedule C compensation
- Anthem Blue Cross Life & Health Ins — Schedule C compensation
- Milliman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Mcmorgan & Company LLC — Schedule C compensation
- Beat It! Program Inc — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- American Health Holding, Inc — Schedule C compensation
- Ineich & Company, Llp — Schedule C compensation
- Compliance Audit Services — Schedule C compensation
- Neyhart, Anderson, Flynn & Grosboll — Schedule C compensation
- Hinge Health Inc — Schedule C compensation