Roofers Union Local 221 Health & Welfare Plan — Form 5500 plan (B Of T Roofers Union Local 221 Health & Welfare Trust)
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 Health & Welfare Plan is a benefit plan reported by B Of T Roofers Union Local 221 Health & Welfare Trust under EIN 99-6006907 and plan number 501. The latest loaded filing year is 2023. The filing reports 202 participants and $5,952,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- B Of T Roofers Union Local 221 Health & Welfare Trust
- EIN
- 99-6006907
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $5,952,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20250210193640NAL0018202001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,952,736
- Total liabilities (EOY)
- $2,061,773
- Net assets (EOY)
- $3,890,963
- Net assets (BOY)
- $3,606,984
Income & contributions
- Employer contributions
- $2,890,229
- Participant contributions
- $18,827
- Total contributions
- $2,909,056
- Total income / additions
- $3,335,563
Expenses & distributions
- Benefits paid
- $2,797,433
- Administrative expenses
- $254,151
- Total expenses
- $3,051,584
- Net increase / (decrease)
- $283,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators, Inc | NONE | $155,723 | not reported in the loaded dataset | 2023 |
| Hogan Consulting Group LLC | NONE | $28,344 | $4,117 | 2023 |
| James P Hasselman Cpa LLC | NONE | $21,005 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $11,729 | $0 | 2023 |
| Yamamoto Caliboso Hetherington | NONE | $8,820 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc | NONE | $7,300 | not reported in the loaded dataset | 2023 |
| Smart Source LLC | NONE | $5,306 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for B Of T Roofers Union Local 221 Health & Welfare Trust
- 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
- Hogan Consulting Group LLC — Schedule C compensation
- James P Hasselman Cpa LLC — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Yamamoto Caliboso Hetherington — Schedule C compensation
- Raymond James & Associates, Inc — Schedule C compensation
- Smart Source LLC — Schedule C compensation