# Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar Health & Welfare Plan
Source: https://planprovider.pro/companies/carpet-linoleum-and-soft-tile-local-union-1926-health-and-welfar-237116870-501

> Carpet Linoleum And Soft Tile Local Union 1926 Health And Welfar's Health & Welfare plan: 188 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MC GROUP HAWAII INC](https://planprovider.pro/provider/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|

## Similar Plans

- [Carpet, Linoleum & Soft Tile Local Uion 1926 Vacation And Holiday Pla](https://planprovider.pro/companies/carpet-linoleum-soft-tile-local-uion-1926-vacation-and-holiday-pla-237116871-501) — 266 participants

- [Board Of Trustee Of Carpet, Linoleum And Soft Tile Local 1926](https://planprovider.pro/companies/board-of-trustee-of-carpet-linoleum-and-soft-tile-local-1926-403b-plan) — 187 participants

- [Gateside, INC.](https://planprovider.pro/companies/gateside-inc-plan) — 31 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carpet-linoleum-and-soft-tile-local-union-1926-health-and-welfar-237116870-501)

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