Roofers Local 221 Pension Trust Fund — Form 5500 plan (Bot Roofers Local 221 Pension Trust Fund)
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, Roofers Local 221 Pension Trust Fund is a benefit plan reported by Bot Roofers Local 221 Pension Trust Fund under EIN 99-0208117 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $39,014,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bot Roofers Local 221 Pension Trust Fund
- EIN
- 99-0208117
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $39,014,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241009141647NAL0019415105005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,014,478
- Total liabilities (EOY)
- $15,068
- Net assets (EOY)
- $38,999,410
- Net assets (BOY)
- $33,552,994
Income & contributions
- Employer contributions
- $1,109,115
- Total contributions
- $1,109,115
- Total income / additions
- $7,492,225
Expenses & distributions
- Benefits paid
- $1,757,180
- Administrative expenses
- $288,629
- Total expenses
- $2,045,809
- Net increase / (decrease)
- $5,446,416
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators Inc | NONE | $62,508 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $52,271 | $0 | 2023 |
| Honolulu Actuarial Consultants Inc | NONE | $38,425 | not reported in the loaded dataset | 2023 |
| James P Hasselman Cpa LLC | NONE | $25,057 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $21,000 | not reported in the loaded dataset | 2023 |
| Affinity Investment Advisors LLC | NONE | $19,722 | not reported in the loaded dataset | 2023 |
| Whitestar Advisors LLC | NONE | $19,004 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $15,527 | not reported in the loaded dataset | 2023 |
| Weinberg Roger & Rosenfeld | NONE | $5,950 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bot Roofers Local 221 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Benefit Administrators Inc — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Honolulu Actuarial Consultants Inc — Schedule C compensation
- James P Hasselman Cpa LLC — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Affinity Investment Advisors LLC — Schedule C compensation
- Whitestar Advisors LLC — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Weinberg Roger & Rosenfeld — Schedule C compensation