Plan5500

Roofers Union Local 221 Vacation And Holiday Plan — Form 5500 plan (Roofers Union Local 221 Vacation And Holiday 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 Union Local 221 Vacation And Holiday Plan is a benefit plan reported by Roofers Union Local 221 Vacation And Holiday Trust Fund under EIN 99-6005504 and plan number 501. The latest loaded filing year is 2023. The filing reports 265 participants and $455,951 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roofers Union Local 221 Vacation And Holiday Trust Fund
EIN
99-6005504
Plan number
501
Plan type
1
Location
Honolulu, HI
Latest filing year
2023
Participants
265
End-of-year plan assets
$455,951

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023265H, C20250210192636NAL0009995027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$455,951
Total liabilities (EOY)
$503,041
Net assets (EOY)
-$47,090
Net assets (BOY)
-$46,654

Income & contributions

Employer contributions
$907,140
Total contributions
$907,140
Total income / additions
$923,469

Expenses & distributions

Benefits paid
$851,179
Administrative expenses
$72,726
Total expenses
$923,905
Net increase / (decrease)
-$436

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hawaii Benefit Administrators Inc.NONE$40,202not reported in the loaded dataset2023
James P. Hasselman Cpa LLCNONE$12,545not reported in the loaded dataset2023

Related Form 5500 pages