# B Of T Roofers Union Local 221 Health & Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/b-of-t-roofers-union-local-221-health-welfare-trust-996006907-501

> B Of T Roofers Union Local 221 Health & Welfare Trust's Health & Welfare plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** B Of T Roofers Union Local 221 Health & Welfare Trust

- **Sponsor EIN:** 996006907

- **Sponsor Address:** 200 N. VINEYARD BLVD., SUITE 100, HONOLULU, HI, 96817

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 201

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|201|$6.4M|$3.1M|$12,360|

| 2023|206|$6.0M|$2.9M|$18,827|

| 2022|202|$5.5M|$2.5M|$7,756|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HAWAII BENEFIT ADMINISTRATORS, INC|Other Service Provider|$163,843|—|$163,843|

| HOGAN CONSULTING GROUP LLC|Other Service Provider|$29,847|$4,708|$34,555|

| JAMES P HASSELMAN CPA LLC|Other Service Provider|$21,424|—|$21,424|

| FIRST HAWAIIAN BANK|Other Service Provider|$11,576|—|$11,576|

| RAYMOND JAMES & ASSOCIATES, INC|Other Service Provider|$7,300|—|$7,300|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $238,698

- **Estimated Expense Ratio:** 3.717% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$260,710|$15,877|$163,843|$21,424|—|

| 2023|$254,151|$16,135|$155,723|$21,005|—|

| 2022|$242,412|$15,797|$150,800|—|$60,333|

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