Plan Snapshot
- Plan Sponsor: Board Of Trustees- Roofers Local No. 9 Pension Fund
- Sponsor EIN: 066061612
- Sponsor Address: 66 CONNECTICUT BLVD, EAST HARTFORD, CT, 061083013
- Plan Type: DB
- Total Participants: 182
- Total Assets: $73.6M
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 | 182 | $73.6M | $2.2M | $0 |
| 2023 | 188 | $68.5M | $1.9M | $0 |
| 2022 | 188 | $62.9M | $1.7M | $0 |
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 |
|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT ADVI | Other Service Provider | $126,736 | — | $126,736 |
| WRIGHT INVESTORS | Other Service Provider | $104,705 | — | $104,705 |
| THE SEGAL COMPANY | Other Service Provider | $56,716 | — | $56,716 |
| BRESCIA PRINTING SERVICES | Other Service Provider | $53,392 | — | $53,392 |
| WEBSTER BANK | Other Service Provider | $39,018 | — | $39,018 |
| AGILIS PARTNERS, LLC | Other Service Provider | $30,667 | — | $30,667 |
| REID & REIGE, P.C. | Other Service Provider | $25,808 | — | $25,808 |
| NOVAK FRANCELLA LLC | Auditor | $14,367 | — | $14,367 |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | Other Service Provider | $6,521 | — | $6,521 |
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: $457,930
- Estimated Expense Ratio: 0.622% 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 | $520,302 | $270,459 | $59,913 | $13,200 | — |
| 2023 | $619,780 | $238,955 | $146,869 | $12,700 | — |
| 2022 | $581,036 | $300,836 | $129,971 | — | $107,460 |