# Roofers Union Local 221 Vacation And Holiday Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/roofers-union-local-221-vacation-and-holiday-trust-fund-996005504-501

> Roofers Union Local 221 Vacation And Holiday Trust Fund's Health & Welfare plan: 285 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Union Local 221 Vacation And Holiday Trust Fund

- **Sponsor EIN:** 996005504

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 285

- **Total Assets:** $548,976

## 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|285|$548,976|$954,621|$0|

| 2023|271|$455,951|$907,140|$0|

| 2022|265|$388,475|$830,839|$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|

| HAWAII BENEFIT ADMINISTRATORS INC.|Other Service Provider|$41,810|—|$41,810|

| JAMES P. HASSELMAN CPA LLC|Other Service Provider|$12,796|—|$12,796|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,606

- **Estimated Expense Ratio:** 9.947% 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|$66,377|$300|$41,810|$12,796|—|

| 2023|$72,726|$300|$40,202|$12,545|—|

| 2022|$61,283|$300|$39,090|—|$15,147|

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