Plan Snapshot
- Plan Sponsor: United Union Of Roofers Local 8 Annuity Fund
- Sponsor EIN: 116011299
- Sponsor Address: 12-11 43RD AVENUE, LONG ISLAND CITY, NY, 111016816
- Plan Type: DC
- Total Participants: 1,519
- Total Assets: $191.2M
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 | 1,519 | $191.2M | $18.3M | $0 |
| 2023 | 1,806 | $171.3M | $17.5M | $0 |
| 2022 | 1,823 | $156.2M | $17.1M | $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 |
|---|---|---|---|---|
| OLD GLORY ASSET MANAGEMENT LLC | Other Service Provider | $217,780 | — | $217,780 |
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $179,531 | — | $179,531 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $164,857 | — | $164,857 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $67,968 | — | $67,968 |
| QUANVEST CONSULTANTS | Other Service Provider | $58,080 | — | $58,080 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $56,128 | — | $56,128 |
| ATALANTA SOSNOFF | Other Service Provider | $44,944 | — | $44,944 |
| MARSHALL & MOSS ADMIN SERVICES | Other Service Provider | $40,966 | — | $40,966 |
| WILLIAM ROTHBERG, P.C. | Other Service Provider | $40,830 | — | $40,830 |
| AMALGAMATED BANK | Other Service Provider | $40,666 | — | $40,666 |
| MSPC | Auditor | $34,444 | — | $34,444 |
| BARNES, IACCARINO & SHEPHERD, LLP | Other Service Provider | $31,510 | — | $31,510 |
| THE SEGAL COMPANY | Recordkeeper | $5,750 | — | $5,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC — Auditor
- THE SEGAL COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $983,454
- Estimated Expense Ratio: 0.514% 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 | $1,071,203 | $721,320 | $108,934 | $34,444 | — |
| 2023 | $1,034,683 | $693,925 | $90,624 | $45,198 | — |
| 2022 | $1,011,701 | $758,330 | $90,624 | — | $104,228 |