Roofers Union Local 221 Annuity Plan — Form 5500 plan (Bot Roofers Union Local 221 Annuity Plan)
Plain-English plan 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, Roofers Union Local 221 Annuity Plan is a benefit plan reported by Bot Roofers Union Local 221 Annuity Plan under EIN 99-0174607 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $17,338,947 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Roofers Union Local 221 Annuity Plan
- EIN
- 99-0174607
- Plan number
- 002
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $17,338,947
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241009141647NAL0019415105004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,338,947
- Total liabilities (EOY)
- $6,104
- Net assets (EOY)
- $17,332,843
- Net assets (BOY)
- $16,199,563
Income & contributions
- Employer contributions
- $938,267
- Total contributions
- $938,267
- Total income / additions
- $3,261,869
Expenses & distributions
- Benefits paid
- $1,956,601
- Administrative expenses
- $171,988
- Total expenses
- $2,128,589
- Net increase / (decrease)
- $1,133,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators Inc. | NONE | $50,124 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $39,212 | $0 | 2023 |
| C. M. Bidwell & Associates | NONE | $20,884 | $0 | 2023 |
| James P Hasselman Cpa LLC | NONE | $16,806 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $14,861 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Svc | NONE | $7,213 | not reported in the loaded dataset | 2023 |
| Weinberg Roger & Rosenfeld | NONE | $5,524 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Roofers Union Local 221 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Benefit Administrators Inc. — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- C. M. Bidwell & Associates — Schedule C compensation
- James P Hasselman Cpa LLC — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Stephen Horn Insurance Svc — Schedule C compensation
- Weinberg Roger & Rosenfeld — Schedule C compensation