Plan Snapshot
- Plan Sponsor: United Union Of Roofers - Local 8 Pension Fund - Board Of Trustees
- Sponsor EIN: 116003399
- Sponsor Address: 12-11 43RD AVENUE, LONG ISLAND CITY, NY, 111016816
- Plan Type: DB
- Total Participants: 1,195
- Total Assets: $120.1M
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 | 1,195 | $120.1M | $7.8M | $0 |
| 2023 | 1,292 | $100.7M | $7.3M | $0 |
| 2022 | 1,285 | $86.4M | $6.9M | $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 |
|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS & | Auditor | $48,116 | — | $48,116 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS & — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,116
- Estimated Expense Ratio: 0.040% 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 | $679,620 | $304,219 | $125,981 | $48,116 | — |
| 2023 | $667,038 | $302,573 | $113,352 | $53,784 | — |
| 2022 | $634,230 | $303,538 | $113,352 | — | $134,535 |