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Original filing (PDF)20260312154355NAL0007680978001
ROOFERS 149 SECURITY BENEFIT FUND
Form 5500
FILING_RECEIVED
ROOFERS 149 SECURITY BENEFIT TRUST FUND
Health & welfare plan
Signals · 3
~652 bps in Sched C feesNo recordkeeper disclosed15 service providers
Active participants
626
Accounts w/ balance
—
Plan assets (EOY)
$19.6M
Net assets (EOY)
$17.2M
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
- 652 bps in Schedule C fees — 2150% above peer band of 29 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 ROOFERS 149 SECURITY BENEFIT FUND.
Plan sponsor
Name
ROOFERS 149 SECURITY BENEFIT FUND
EIN
38-2481614
Address
700 TOWER DRIVE, NO. 300 · TROY, MI · 480982808
Phone
(248) 813-9800
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
WESLEY HADDAD & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZELIS HEALTHCARE | — | BEDMINSTER, NJ | NONE | $418K | — |
| BENESYS INC | 38-6058023 | — | NONE | $287K | — |
| ALLIANCE HEALTH AND LIFE | — | DETROIT, MI | NONE | $183K | — |
| ASHER KELLEY | 84-3379113 | — | NONE | $85K | — |
| MORGAN STANLEY | 20-8764829 | — | NONE | $80K | — |
| AMERICAN HEALTH HOLDING | — | WESTERVILLE, OH | NONE | $79K | — |
| MILLMAN MONITOR | — | CHICAGO, IL | NONE | $30K | — |
| WRUBEL WESLEY AND COMPANY C.P.A.'S | 38-2574238 | — | NONE | $28K | — |
| IRON MOUNTAIN | — | MADISON HEIGHTS, MI | NONE | $25K | — |
| VSP VISION CARE | 06-1227840 | — | NONE | $16K | — |
| DENTE MAX LLC | — | SOUTHFIELD, MI | NONE | $14K | — |
| WEDGE CAPITAL | — | CHARLOTTE, NC | NONE | $13K | — |
| ENCOMPASS | — | WILKES-BARRE, PA | NONE | $11K | — |
| AMERICAN GRAPHICS PRINTING | — | CLINTON TOWNSHIP, MI | NONE | $8K | — |
| O'SULLIVAN ACCOCIATES | — | CHERRY HILL, NJ | NONE | $6K | — |
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.
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