Union Roofers Health & Welfare Fund — Form 5500 plan (Union Roofers Health & 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, Union Roofers Health & Welfare Fund is a benefit plan reported by Union Roofers Health & Welfare Fund under EIN 95-1856197 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,053 participants and $53,342,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Roofers Health & Welfare Fund
- EIN
- 95-1856197
- Plan number
- 502
- Plan type
- 1
- Location
- Downey, CA
- Latest filing year
- 2023
- Participants
- 1,053
- End-of-year plan assets
- $53,342,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,053 | H, C | 20250614165841NAL0016573715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,342,738
- Total liabilities (EOY)
- $5,936,211
- Net assets (EOY)
- $47,406,527
- Net assets (BOY)
- $39,174,279
Income & contributions
- Employer contributions
- $22,891,460
- Participant contributions
- $135,258
- Total contributions
- $23,026,718
- Total income / additions
- $25,842,902
Expenses & distributions
- Benefits paid
- $16,600,973
- Administrative expenses
- $1,009,681
- Total expenses
- $17,610,654
- Net increase / (decrease)
- $8,232,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Union Roofers Administrative Fund | PARTY-IN-INTEREST | $663,843 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE OTHER THAN CONTRACT | $113,784 | not reported in the loaded dataset | 2023 |
| Medexpert International | NONE OTHER THAN CONTRACT | $68,626 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE OTHER THAN CONTRACT | $29,023 | $19,441 | 2023 |
| Us Bank | NONE OTHER THAN CONTRACT | $29,597 | not reported in the loaded dataset | 2023 |
| The Wagner Law Firm | NONE OTHER THAN CONTRACT | $27,728 | not reported in the loaded dataset | 2023 |
| Cynthia Graydon | NONE OTHER THAN CONTRACT | $22,156 | not reported in the loaded dataset | 2023 |
| Baldwin Moffitt Behm. Llp | NONE OTHER THAN CONTRACT | $17,664 | not reported in the loaded dataset | 2023 |
| Robert Half | NONE OTHER THAN CONTRACT | $15,622 | not reported in the loaded dataset | 2023 |
| Marsh Mclennan | NONE OTHER THAN CONTRACT | $9,614 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Roofers Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Downey, CA
- Union Roofers Administrative Fund — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Medexpert International — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Us Bank — Schedule C compensation
- The Wagner Law Firm — Schedule C compensation
- Cynthia Graydon — Schedule C compensation
- Baldwin Moffitt Behm. Llp — Schedule C compensation
- Robert Half — Schedule C compensation
- Marsh Mclennan — Schedule C compensation