2023 Form 5500 filing — Carpet, Linoleum And Soft Tile Local Union 1926 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 20241014234509NAL0027357329004) for Carpet, Linoleum And Soft Tile Local Union 1926 Annuity Plan, reported by Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926 under EIN 99-0180872 and plan number 002. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014234509NAL0027357329004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926
- EIN
- 99-0180872
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,405,003
- Total liabilities (EOY)
- $231,989
- Net assets (EOY)
- $13,173,014
- Employer contributions
- $1,288,746
- Total income / additions
- $2,841,757
- Benefits paid
- $1,009,936
- Administrative expenses
- $207,050
- Total expenses
- $1,216,986
- Net increase / (decrease)
- $1,624,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Group Plan Administrators | ADMINSTRATOR | $69,097 | not reported in the loaded dataset |
| Hgk | INVESTMENT MANAGEMENT | $39,776 | not reported in the loaded dataset |
| Yamamoto Caliboso Hetherington | LEGAL | $18,150 | not reported in the loaded dataset |
| Ckw Financial | INVESTMENT MANAGEMENT | $16,011 | not reported in the loaded dataset |
| Mc Group Hawaii, Inc. | AUDITOR | $15,288 | not reported in the loaded dataset |
| Central Pacific Bank | CUSTODIAN | $14,846 | not reported in the loaded dataset |
| Segal Consulting | CONSULTANT | $13,071 | not reported in the loaded dataset |
| Blacksand Capital | INVESTMENT MANAGEMENT | $12,606 | not reported in the loaded dataset |
| Torkildson Katz | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Hca Consulting Group | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Raymond James | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Eide Bailly, Llp | not reported in the loaded dataset | $0 | not reported in the loaded dataset |
| Bank Of Hawaii | not reported in the loaded dataset | $0 | not reported in the loaded dataset |