Plan Snapshot
- Plan Sponsor: National Roofing Industry Pension Fund Wilson-Mcshane Corporation
- Sponsor EIN: 366157071
- Sponsor Address: 3001 METRO DRIVE, BLOOMINGTON, MN, 55425
- Plan Type: DB
- Plan Number: 001
- Total Participants: 33,418
- Total Assets: $2.4B
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. |
|---|---|---|---|---|
| 2025 | 33,418 | $2.4B | $0 | $0 |
| 2024 | 14,618 | $2.1B | $61.0M | $0 |
| 2023 | 13,208 | $2.0B | $57.3M | $0 |
| 2022 | 13,093 | $1.8B | $48.6M | $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 |
|---|---|---|---|---|
| WILSON MCSHANE | Other Service Provider | $1,853,524 | $13,166 | $1,866,690 |
| ULLICO INVESTMENT ADVISORS | Other Service Provider | $1,452,489 | — | $1,452,489 |
| UNION LABOR LIFE INSURANCE COMPANY | Other Service Provider | $690,082 | — | $690,082 |
| THE BOSTON COMPANY | Other Service Provider | $542,317 | — | $542,317 |
| LSV ASSET MANAGEMENT | Other Service Provider | $538,238 | — | $538,238 |
| SCOUT INVESTMENTS | Other Service Provider | $488,630 | — | $488,630 |
| CASTLEARK MANAGEMENT, LLC | Other Service Provider | $480,319 | — | $480,319 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $419,942 | $14,893 | $434,835 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $258,834 | $8,129 | $266,963 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $170,369 | — | $170,369 |
| CALLAN LLC | Other Service Provider | $165,016 | $4,838 | $169,854 |
| M&T BANK | Other Service Provider | $167,022 | — | $167,022 |
| KIRKLAND & ELLIS LLP | Other Service Provider | $120,589 | $6,583 | $127,172 |
| MARCO, MCGUIRE & ARREOLA | Other Service Provider | $101,842 | $6,583 | $108,425 |
| LAW OFFICES OF ROBERT BOHRER | Other Service Provider | $76,015 | $4,838 | $80,853 |
| YOUNG LAW OFFICE | Other Service Provider | $46,767 | — | $46,767 |
| ROMOLO & ASSOCIATES | Other Service Provider | $45,445 | — | $45,445 |
| HARTNETT, REYES-JONES, LLC | Other Service Provider | $42,393 | — | $42,393 |
| JOHNSON & KROL, LLC | Other Service Provider | $28,910 | — | $28,910 |
| BMO HARRIS BANK | Other Service Provider | $25,640 | — | $25,640 |
| LEDBETTER PARTNERS LLC | Other Service Provider | $20,053 | — | $20,053 |
| BLACKROCK INSTITUTIONAL TRUST | Other Service Provider | $12,528 | — | $12,528 |
| WITHUM SMITHBROWN | Other Service Provider | $9,047 | — | $9,047 |
| CHRIS CRONIN | Custodian / Trustee | — | $6,583 | $6,583 |
| KINSEY ROBINSON | Custodian / Trustee | — | $6,583 | $6,583 |
| CAPITAL INTERNATIONAL INC. | Other Service Provider | $6,460 | — | $6,460 |
| FRANK LAWSON | Custodian / Trustee | — | $5,037 | $5,037 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,839,704
- Estimated Expense Ratio: 0.328% 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 |
|---|---|---|---|---|---|
| 2025 | $130,026,943 | $4,569,642 | $1,812,549 | $121,250 | — |
| 2024 | $9,394,540 | $4,928,478 | $1,695,300 | $119,381 | — |
| 2023 | $8,419,986 | $4,230,420 | $1,545,858 | $119,270 | — |
| 2022 | $10,186,642 | $6,312,536 | $1,353,631 | — | $1,170,651 |