2023 Form 5500 filing — Roofers Union Local 221 Annuity Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009141647NAL0019415105004) for Roofers Union Local 221 Annuity Plan, reported by Bot Roofers Union Local 221 Annuity Plan under EIN 99-0174607 and plan number 002. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141647NAL0019415105004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Roofers Union Local 221 Annuity Plan
- EIN
- 99-0174607
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,338,947
- Total liabilities (EOY)
- $6,104
- Net assets (EOY)
- $17,332,843
- Employer contributions
- $938,267
- Total income / additions
- $3,261,869
- Benefits paid
- $1,956,601
- Administrative expenses
- $171,988
- Total expenses
- $2,128,589
- Net increase / (decrease)
- $1,133,280
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators Inc. | NONE | $50,124 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $39,212 | $0 |
| C. M. Bidwell & Associates | NONE | $20,884 | $0 |
| James P Hasselman Cpa LLC | NONE | $16,806 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $14,861 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $12,500 | not reported in the loaded dataset |
| Stephen Horn Insurance Svc | NONE | $7,213 | not reported in the loaded dataset |
| Weinberg Roger & Rosenfeld | NONE | $5,524 | not reported in the loaded dataset |