2023 Form 5500 filing — Roofers Union Local 221 Health & Welfare 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 20250210193640NAL0018202001001) for Roofers Union Local 221 Health & Welfare Plan, reported by B Of T Roofers Union Local 221 Health & Welfare Trust under EIN 99-6006907 and plan number 501. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210193640NAL0018202001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- B Of T Roofers Union Local 221 Health & Welfare Trust
- EIN
- 99-6006907
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,952,736
- Total liabilities (EOY)
- $2,061,773
- Net assets (EOY)
- $3,890,963
- Employer contributions
- $2,890,229
- Participant contributions
- $18,827
- Total income / additions
- $3,335,563
- Benefits paid
- $2,797,433
- Administrative expenses
- $254,151
- Total expenses
- $3,051,584
- Net increase / (decrease)
- $283,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators, Inc | NONE | $155,723 | not reported in the loaded dataset |
| Hogan Consulting Group LLC | NONE | $28,344 | $4,117 |
| James P Hasselman Cpa LLC | NONE | $21,005 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $11,729 | $0 |
| Yamamoto Caliboso Hetherington | NONE | $8,820 | not reported in the loaded dataset |
| Raymond James & Associates, Inc | NONE | $7,300 | not reported in the loaded dataset |
| Smart Source LLC | NONE | $5,306 | not reported in the loaded dataset |