Original filing (PDF)20251015191509NAL0002804707006

CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH RE

Name: CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH RE — CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH REIMBURSEMENT, Form 5500 (2024)
Creator: CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH RE

Form 5500

FILING_RECEIVED

CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH REIMBURSEMENT

Health & welfare plan

Signals · 3

100% in single holding~164 bps in Sched C feesNo recordkeeper disclosed

Active participants

215

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH RE.

Plan sponsor

Name

CARPET LINOLEUM AND SOFT TILE LOCAL UNION 1926 RETIREE HEALTH RE

EIN

86-3434005

Address

560 B. NIMITZ HIGHWAY, STE 209 · HONOLULU, HI · 96817

Phone

(808) 762-1479

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

MC GROUP HAWAII, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT & RISK MANAGEMENT SERVICES	68-0306908	HONOLULU, HI	NONE	$19K	—
MC GROUP HAWAII INC	27-3701730	HONOLULU, HI	NONE	$6K	—

Investments

1 direct security· $1.2M(80% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Short-term investments Fidelity Government Portfolio	—	—	$1.2M	$1.2M	80.5%

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