Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfare Fund — Form 5500 plan (Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar)

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, Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfare Fund is a benefit plan reported by Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar under EIN 23-7116870 and plan number 501. The latest loaded filing year is 2023. The filing reports 211 participants and $6,148,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar
EIN
23-7116870
Plan number
501
Plan type
1
Location
Honolulu, HI
Latest filing year
2023
Participants
211
End-of-year plan assets
$6,148,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20241014234509NAL0027357329002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,148,033
Total liabilities (EOY)
$1,347,730
Net assets (EOY)
$4,800,303
Net assets (BOY)
$4,586,199

Income & contributions

Employer contributions
$2,948,356
Participant contributions
$26,563
Total contributions
$2,974,919
Total income / additions
$3,177,080

Expenses & distributions

Benefits paid
$2,716,025
Administrative expenses
$246,951
Total expenses
$2,962,976
Net increase / (decrease)
$214,104

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Group Plan Administrators IncNONE$76,288not reported in the loaded dataset2023
Mc Group Hawaii IncNONE$18,743not reported in the loaded dataset2023
Yamamoto CalibosoNONE$11,388not reported in the loaded dataset2023
Central Pacific BankNONE$10,480not reported in the loaded dataset2023
Benefit & Risk Management ServicesNONE$8,387not reported in the loaded dataset2023
The Segal CompanyNONE$5,921not reported in the loaded dataset2023

Related Form 5500 pages