Plan Snapshot
- Plan Sponsor: Carpet Linoleum And Soft Tile Local Union 1926 Retiree Health Re
- Sponsor EIN: 863434005
- Sponsor Address: 560 B. NIMITZ HIGHWAY, STE 209, HONOLULU, HI, 96817
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 215
- Total Assets: $1.5M
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 | 215 | $1.5M | $522,846 | $0 |
| 2023 | 226 | $1.0M | $488,950 | $0 |
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 | $18,848 | — | $18,848 |
| MC GROUP HAWAII INC | Auditor | $6,492 | — | $6,492 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $25,340
- Estimated Expense Ratio: 1.642% 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 | $29,208 | $1,000 | $18,848 | $6,492 | — |
| 2023 | $32,103 | $1,000 | $18,848 | $5,864 | — |