Roofers Union Local 221 Vacation And Holiday Trust Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Vacation And Holiday Trust Fund (EIN 99-6005504) is a plan sponsor located in Honolulu, HI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
99-6005504
Location
Honolulu, HI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$455,951
Total reported liabilities (EOY)
$503,041
Total reported net assets (EOY)
-$47,090

Contributions & income

Employer contributions
$907,140
Total income / additions
$923,469

Expenses & distributions

Benefits paid / distributions
$851,179
Total expenses
$923,905
Net increase / (decrease)
-$436

Coverage

Total reported participants
265
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Roofers Union Local 221 Vacation And Holiday Trust Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Roofers Union Local 221 Vacation And Holiday Plan501265$455,9512023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Roofers Union Local 221 Vacation And Holiday Trust Fund
YearPlanParticipantsSchedulesFiling
2023Roofers Union Local 221 Vacation And Holiday Plan265H, C20250210192636NAL0009995027001

Related Form 5500 pages