# Carpet Linoleum And Soft Tile Local Union 1926 Retiree Health Re Health & Welfare Plan
Source: https://planprovider.pro/companies/carpet-linoleum-and-soft-tile-local-union-1926-retiree-health-re-863434005-501

> Carpet Linoleum And Soft Tile Local Union 1926 Retiree Health Re's Health & Welfare plan: 215 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 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](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:** $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|—|

## Similar Plans

- [Hawaii Carpenters 401(K) Fund](https://planprovider.pro/companies/hawaii-carpenters-401-k-fund-plan) — 6,693 participants

- [Hawaii Carpenters Financial Security Fund](https://planprovider.pro/companies/hawaii-carpenters-financial-security-plan) — 4,242 participants

- [Board Of Trustees Of Masons Pension Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-masons-pension-trust-fund-996012128-001) — 1,248 participants

- [Board Of Trustees Of The Hawaii Masons & Plasterers Annuity Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-the-hawaii-masons-plasterers-annuity-trust-fund-996024001-001) — 1,088 participants

- [Board Of Trustees Of Masons Vacation & Holiday Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-masons-vacation-holiday-trust-fund-990174790-501) — 916 participants

- [Board Of Trustees Of Masons Health & Welfare Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-masons-health-welfare-trust-fund-996014747-501) — 665 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carpet-linoleum-and-soft-tile-local-union-1926-retiree-health-re-863434005-501)

© 2026 PlanProvider.Pro