Plan Snapshot
- Plan Sponsor: Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar
- Sponsor EIN: 237116870
- Sponsor Address: 560 N. NIMITZ HIGHWAY, STE 209, HONOLULU, HI, 96817
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 188
- Total Assets: $6.7M
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 | 188 | $6.7M | $2.9M | $13,175 |
| 2023 | 188 | $6.1M | $2.9M | $26,563 |
| 2022 | 211 | $5.9M | $2.8M | $28,810 |
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 |
|---|---|---|---|---|
| BENEFIT & RISK MANAGEMENT SERVICES | Other Service Provider | $64,289 | — | $64,289 |
| THE SEGAL COMPANY | Recordkeeper | $26,750 | — | $26,750 |
| MC GROUP HAWAII INC | Auditor | $13,822 | — | $13,822 |
| CENTRAL PACIFIC BANK | Other Service Provider | $10,887 | — | $10,887 |
| YAMAMOTO CALIBOSO | Other Service Provider | $5,398 | — | $5,398 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
- MC GROUP HAWAII INC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,146
- Estimated Expense Ratio: 1.809% 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 | $128,359 | — | $62,578 | $13,822 | — |
| 2023 | $246,951 | $10,480 | $59,173 | $22,243 | — |
| 2022 | $158,088 | $10,864 | $62,377 | — | $67,291 |