2023 Form 5500 filing — Roofers Local 221 Pension Trust Fund
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 20241009141647NAL0019415105005) for Roofers Local 221 Pension Trust Fund, reported by Bot Roofers Local 221 Pension Trust Fund under EIN 99-0208117 and plan number 001. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141647NAL0019415105005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Roofers Local 221 Pension Trust Fund
- EIN
- 99-0208117
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,014,478
- Total liabilities (EOY)
- $15,068
- Net assets (EOY)
- $38,999,410
- Employer contributions
- $1,109,115
- Total income / additions
- $7,492,225
- Benefits paid
- $1,757,180
- Administrative expenses
- $288,629
- Total expenses
- $2,045,809
- Net increase / (decrease)
- $5,446,416
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators Inc | NONE | $62,508 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $52,271 | $0 |
| Honolulu Actuarial Consultants Inc | NONE | $38,425 | not reported in the loaded dataset |
| James P Hasselman Cpa LLC | NONE | $25,057 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $21,000 | not reported in the loaded dataset |
| Affinity Investment Advisors LLC | NONE | $19,722 | not reported in the loaded dataset |
| Whitestar Advisors LLC | NONE | $19,004 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $15,527 | not reported in the loaded dataset |
| Weinberg Roger & Rosenfeld | NONE | $5,950 | not reported in the loaded dataset |