Carpet, Linoleum And Soft Tile Local Union 1926 Annuity Plan — Form 5500 plan (Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926)
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 Annuity Plan is a benefit plan reported by Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926 under EIN 99-0180872 and plan number 002. The latest loaded filing year is 2023. The filing reports 250 participants and $13,405,003 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926
- EIN
- 99-0180872
- Plan number
- 002
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $13,405,003
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241014234509NAL0027357329004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,405,003
- Total liabilities (EOY)
- $231,989
- Net assets (EOY)
- $13,173,014
- Net assets (BOY)
- $11,548,243
Income & contributions
- Employer contributions
- $1,288,746
- Total contributions
- $1,288,746
- Total income / additions
- $2,841,757
Expenses & distributions
- Benefits paid
- $1,009,936
- Administrative expenses
- $207,050
- Total expenses
- $1,216,986
- Net increase / (decrease)
- $1,624,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators | ADMINSTRATOR | $69,097 | not reported in the loaded dataset | 2023 |
| Hgk | INVESTMENT MANAGEMENT | $39,776 | not reported in the loaded dataset | 2023 |
| Yamamoto Caliboso Hetherington | LEGAL | $18,150 | not reported in the loaded dataset | 2023 |
| Ckw Financial | INVESTMENT MANAGEMENT | $16,011 | not reported in the loaded dataset | 2023 |
| Mc Group Hawaii, Inc. | AUDITOR | $15,288 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | CUSTODIAN | $14,846 | not reported in the loaded dataset | 2023 |
| Segal Consulting | CONSULTANT | $13,071 | not reported in the loaded dataset | 2023 |
| Blacksand Capital | INVESTMENT MANAGEMENT | $12,606 | not reported in the loaded dataset | 2023 |
| Torkildson Katz | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Hca Consulting Group | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Raymond James | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | not reported in the loaded dataset | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Group Plan Administrators — Schedule C compensation
- Hgk — Schedule C compensation
- Yamamoto Caliboso Hetherington — Schedule C compensation
- Ckw Financial — Schedule C compensation
- Mc Group Hawaii, Inc. — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Blacksand Capital — Schedule C compensation
- Torkildson Katz — Schedule C compensation
- Hca Consulting Group — Schedule C compensation
- Raymond James — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation