Plan Snapshot
- Plan Sponsor: Board Of Trustees- Roofers Local No. 9 Health Fund
- Sponsor EIN: 066061613
- Sponsor Address: 66 CONNECTICUT BLVD, EAST HARTFORD, CT, 06108
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 210
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 210 | $4.5M | $3.5M | $13,776 |
| 2023 | 191 | $4.3M | $3.1M | $23,240 |
| 2022 | 188 | $4.4M | $2.9M | $27,870 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BRESCIA PRINTING | Other Service Provider | $65,851 | — | $65,851 |
| SEGAL CONSULTING | Other Service Provider | $28,711 | — | $28,711 |
| REID & REIGE, P.C. | Other Service Provider | $20,637 | — | $20,637 |
| WRIGHT INVESTORS | Other Service Provider | $18,629 | — | $18,629 |
| NOVAK FRANCELLA LLC | Auditor | $16,243 | — | $16,243 |
| AGILIS PARTNERS, LLC | Other Service Provider | $15,000 | — | $15,000 |
| CAKE DEVELOPMENT CORPORATION | Other Service Provider | $6,364 | — | $6,364 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,435
- Estimated Expense Ratio: 3.825% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $290,274 | $36,965 | $151,561 | $14,350 | — |
| 2023 | $278,183 | $40,820 | $145,106 | $13,850 | — |
| 2022 | $309,328 | $45,990 | $144,017 | — | $92,204 |