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 |
|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT | Other Service Provider | $91,165 | — | $91,165 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $85,014 | — | $85,014 |
| SEGAL COMPANY | Recordkeeper | $63,355 | — | $63,355 |
| PRUDENTIAL | Other Service Provider | $57,060 | — | $57,060 |
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | Auditor | $48,116 | — | $48,116 |
| MARSHALL & MOSS ADMIN SERVICES | Other Service Provider | $40,967 | — | $40,967 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $34,978 | — | $34,978 |
| OLD GLORY | Other Service Provider | $34,840 | — | $34,840 |
| QUAN-VEST CONSULTANTS | Other Service Provider | $32,772 | — | $32,772 |
| UNION LABOR LIFE INSURANCE COMPANY | Recordkeeper | $31,476 | — | $31,476 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $21,928 | — | $21,928 |
| WILLIAM ROTHBERG, ESQ. | Other Service Provider | $17,221 | — | $17,221 |
| BARNES, IACCARINO & SHEPHERD, LLP | Other Service Provider | $13,291 | — | $13,291 |
| AMALGAMATED BANK | Other Service Provider | $6,569 | — | $6,569 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEGAL COMPANY — Recordkeeper
- MSPC CERTIFIED PUBLIC ACCOUNTANTS — Auditor
- UNION LABOR LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $578,752
- Estimated Expense Ratio: 0.482% 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 |