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Original filing (PDF)20251014091304NAL0003457200001
BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 PENSION FUND
Form 5500
FILING_RECEIVED
ROOFERS LOCAL NO. 9 PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
182
Accounts w/ balance
—
Plan assets (EOY)
$73.6M
Net assets (EOY)
$73.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 62 bps in Schedule C fees — 289% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 PENSION FUND
EIN
06-6061612
Address
66 CONNECTICUT BLVD · EAST HARTFORD, CT · 061083013
Phone
(800) 516-8979
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLUMBIA MANAGEMENT INVESTMENT ADVI | 41-1533211 | — | NONE | $127K | — |
| WRIGHT INVESTORS | 06-0700978 | — | NONE | $105K | — |
| THE SEGAL COMPANY | 13-1928058 | — | NONE | $57K | — |
| BRESCIA PRINTING SERVICES | 06-1188287 | — | NONE | $53K | — |
| WEBSTER BANK | 06-0273620 | — | NONE | $39K | — |
| AGILIS PARTNERS, LLC | 04-3513306 | — | NONE | $31K | — |
| REID & REIGE, P.C. | 06-0867204 | — | NONE | $26K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $14K | — |
| AMALGAMATED EMPLOYEE BENEFITS ADMIN | 13-3432221 | — | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.