2023 Form 5500 filing — Roofers Union Local 221 Vacation And Holiday 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 20250210192636NAL0009995027001) for Roofers Union Local 221 Vacation And Holiday Plan, reported by Roofers Union Local 221 Vacation And Holiday Trust Fund under EIN 99-6005504 and plan number 501. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210192636NAL0009995027001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Roofers Union Local 221 Vacation And Holiday Trust Fund
- EIN
- 99-6005504
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 265
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $455,951
- Total liabilities (EOY)
- $503,041
- Net assets (EOY)
- -$47,090
- Employer contributions
- $907,140
- Total income / additions
- $923,469
- Benefits paid
- $851,179
- Administrative expenses
- $72,726
- Total expenses
- $923,905
- Net increase / (decrease)
- -$436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators Inc. | NONE | $40,202 | not reported in the loaded dataset |
| James P. Hasselman Cpa LLC | NONE | $12,545 | not reported in the loaded dataset |