# Roofers Union Local No. 33 Insurance Fund 401(k) Plan
Source: https://planprovider.pro/companies/roofers-union-local-no-33-insurance-fund-046148460-501

> Roofers Union Local No. 33 Insurance Fund's 401(k) plan: 658 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Union Local No. 33 Insurance Fund

- **Sponsor EIN:** 046148460

- **Sponsor Address:** 53 EVANS DR, STOUGHTON, MA, 02072

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 658

- **Total Assets:** $9.7M

## 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|658|$9.7M|$13.6M|$350,213|

| 2023|621|$10.3M|$13.1M|$385,478|

| 2022|620|$9.6M|$11.6M|$366,678|

## 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|

| BLUE CROSS BLUE SHIELD OF MASS, INC|Other Service Provider|$488,027|—|$488,027|

| ROOFERS UNION LOCAL NO. 3 ADMISTR|Other Service Provider|$155,669|—|$155,669|

| DELTA DENTAL|Other Service Provider|$47,107|—|$47,107|

| CBIZ BENEFITS & INSURANCE SERVICE|Other Service Provider|$32,000|—|$32,000|

| MANZI & ASSOCIATES LLC|Other Service Provider|$26,500|—|$26,500|

| KRAKOW & SOURIS|Other Service Provider|$20,000|—|$20,000|

| HILB GROUP OF NEW ENGLAND|Other Service Provider|$15,000|—|$15,000|

| U.S. REAL ESTATE INVESTMENT FUND|Other Service Provider|$6,676|—|$6,676|

| SEGAL ADVISORS, INC.|Other Service Provider|$5,250|—|$5,250|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $796,229

- **Estimated Expense Ratio:** 8.206% 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|$1,552,301|$6,676|$155,669|$26,500|—|

| 2023|$1,378,988|$14,982|—|$25,175|—|

| 2022|$259,820|—|—|—|$103,133|

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