Original filing (PDF)20260316110449NAL0001032963001

Roofers Local No 20 Pension Plan

Name: Roofers Local No 20 Pension Plan — Form 5500 (2024)
Creator: Roofers Local No 20 Pension Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Defined-benefit pension plan · Roofers Local No 20 Pension Plan held $110.5M in plan assets for 540 participants in 2024.

Signals · 3

36% employer stockNo recordkeeper disclosed11 service providers

Active participants

540

Accounts w/ balance

—

Plan assets (EOY)

$110.5M

Net assets (EOY)

$110.3M

How this plan invests

This plan

450 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).
Fragmented vendor stack (11 disclosed providers, 5 categories).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROOFERS LOCAL NO 20 PENSION PLAN.

Plan sponsor

Name

ROOFERS LOCAL NO 20 PENSION PLAN

EIN

43-6142370all filings

Address

6321 BLUE RIDGE BLVD · RAYTOWN, MO · 641334809

Phone

(816) 313-9427

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-03-16

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

ACCOUNTING SOLUTIONS GROUP LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

11 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BANK OF LABOR	48-0150325	—	CUSTODIAL AND BANKING	$104K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

450 direct securities· $107.4M(97% of reported assets)

Common Stocks

$39.5M

148 holdings

Other securities

$34.6M

41 holdings

U.S. Treasuries

$14.1M

42 holdings

Bonds / Notes

$12.9M

173 holdings

Mutual Funds

$4.1M

4 holdings

Agency / Mortgage-Backed

$1.4M

32 holdings

Structured Credit (CLO/ABS)

$453K

7 holdings

Cash / Money Market

$248K

3 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Wells Fargo / Allspring$434K Morgan Stanley$340K JPMorgan$257K Goldman Sachs$242K Schwab$214K BlackRock / iShares$205K State Street / SPDR$74K Franklin Templeton$38K

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Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
37030000 82,301.89 HARBOR CAPITAL APPRECIATION INSTL	Other securities	—	$5.7M	$9.5M	8.6%
37030000 3,777.94 IRONWOOD INTERNATIONAL CL A4 SER 5	Other securities	—	$4.8M	$8.8M	8.0%
S 3,879.14 AFL-CIO HOUSING INVESTMENT TRUST	Mutual Funds	—	$4.0M	$3.8M	3.4%
LIMITED PARTNERSHIPS 1.00 TRILANTIC CAPITAL PARTNERS VI	Other securities	—	$2.3M	$2.8M	2.6%
37030000 1.00 BLACKSTONE STRATEGIC PARTNERS VIII	Other securities	—	$576K	$1.7M	1.6%
37030000 50,847.70 APOLLO DEBT SOLUTIONS BDC	Other securities	—	$1.0M	$1.3M	1.1%
37030000 131,916.14 BLUE OWL CREDIT INCOME CORP	Common Stocks	—	$1.2M	$1.3M	1.1%
37030015 1,007,499.05 GS FINANCIAL SQUARE GOVERNMENT #465	Other securities	—	$1.0M	$1.0M	0.9%
37030001 1,045,000.00 U S TREASURY NOTE 3.5% 2/15/33	U.S. Treasuries	—	$1.0M	$995K	0.9%
37030001 825,000.00 U S TREASURY NOTE 3.875% 8/15/34	U.S. Treasuries	—	$810K	$795K	0.7%
37030002 18,499.00 ARAMARK	Other securities	—	$689K	$749K	0.7%
37030001 830,000.00 U S TREASURY NOTE 0.625% 8/15/30	U.S. Treasuries	—	$704K	$699K	0.6%
37030001 715,000.00 U S TREASURY NOTE 1.125% 2/28/27	U.S. Treasuries	—	$685K	$681K	0.6%
37030007 5,510.00 ARROW ELECTRONICS INC	Common Stocks	—	$502K	$652K	0.6%
37030014 625,000.00 U S TREASURY NOTE 3.875% 10/15/27	U.S. Treasuries	—	$625K	$625K	0.6%
37030001 730,000.00 U S TREASURY NOTE 1.25% 8/15/31	U.S. Treasuries	—	$620K	$617K	0.6%
37030008 897.00 PARKER HANNIFIN CORP	Common Stocks	—	$151K	$596K	0.5%
7,924.00 HENRY SCHEIN INC	Common Stocks	—	$520K	$555K	0.5%
37030015 7,937.00 DONALDSON INC	Common Stocks	—	$433K	$552K	0.5%
37030008 3,448.00 SIMPSON MANUFACTURING CO INC	Common Stocks	—	$382K	$537K	0.5%
37030007 8,146.00 NVENT ELECTRIC PLC	Common Stocks	—	$268K	$536K	0.5%
37030007 4,132.00 FIRSTCASH HOLDINGS INC	Common Stocks	—	$347K	$529K	0.5%
37030015 15,273.00 VALVOLINE INC	Common Stocks	—	$526K	$528K	0.5%
37030008 9,410.00 CORE & MAIN INC	Common Stocks	—	$282K	$516K	0.5%
37030008 24,158.00 GATES INDUSTRIAL CORPRATIN	Other securities	—	$323K	$511K	0.5%
37030014 550,000.00 U S TREASURY NOTE 1% 7/31/28	U.S. Treasuries	—	$522K	$503K	0.5%
37030007 9,627.00 ONEMAIN HLDGS INC	Common Stocks	—	$468K	$499K	0.5%
37030015 1,068.00 MICROSOFT CORPORATION	Common Stocks	—	$116K	$492K	0.4%
37030016 489,322.79 SDIT GOVERNMENT OBLIGATION FD #036	Other securities	—	$489K	$489K	0.4%
37030001 475,000.00 u s TREASURY NOTE 4.625% 4/30/29	U.S. Treasuries	—	$478K	$487K	0.4%
37030001 485,000.00 U S TREASURY NOTE 4.125% 7/31/31	U.S. Treasuries	—	$484K	$486K	0.4%
37030001 565,000.00 U S TREASURY NOTE 1.125% 2/15/31	U.S. Treasuries	—	$465K	$483K	0.4%
37030015 19,457.00 SSE PLC ADR	Common Stocks	—	$368K	$472K	0.4%
37030007 51,227.00 ENEL SOCIETA PER AZIONI	Other securities	—	$292K	$469K	0.4%
37030001 480,000.00 U S TREASURY NOTE 2.875% 8/15/28	U.S. Treasuries	—	$463K	$466K	0.4%
3,565.00 INSIGHT ENTERPRISES INC	Common Stocks	—	$318K	$465K	0.4%
37030002 110,296.00 LLOYDS BANKING GROUP PLC	Common Stocks	—	$328K	$464K	0.4%
37030007 908.00 AMERIPRISE FINANCIAL INC	Common Stocks	—	$143K	$462K	0.4%
37030001 460,688.62 GS FINANCIAL SQUARE GOVERNMENT #465	Other securities	—	$461K	$461K	0.4%
37030008 6,455.00 CORTEVA INC	Common Stocks	—	$167K	$457K	0.4%
37030008 17,290.00 SONY GROUP CORPORATION ADR	Common Stocks	—	$268K	$456K	0.4%
37030008 57,146.00 BANCO SANTANDER SA ADR	Common Stocks	—	$222K	$455K	0.4%
37030007 1,634.00 PRIMERICA INC	Common Stocks	—	$220K	$442K	0.4%
37030001 435,000.00 U S TREASURY NOTE 4.5% 11/15/33	U.S. Treasuries	—	$441K	$441K	0.4%
37030002 8,925.00 ZIONS BANCORPORATION NA	Other securities	—	$354K	$423K	0.4%
35,429.00 SNAM S P AADR	Other securities	—	$385K	$423K	0.4%
37030002 9,245.00 BRITISH AMERN TOB PLC	Common Stocks	—	$350K	$418K	0.4%
37030008 18,248.00 FUJITSU LTD	Common Stocks	—	$261K	$418K	0.4%
37030008 3,898.00 NESTLE S A ADR	Common Stocks	—	$348K	$415K	0.4%
37030008 2,365.00 HOULIHAN LOKEY INC	Common Stocks	—	$139K	$413K	0.4%

1–50 of 450

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