2023 Form 5500 filing — Hawaii Sheet Metal Workers Training Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617093918NAL0003223954005) for Hawaii Sheet Metal Workers Training Fund, reported by Board Of Trustees Hawaii Sheet Metal Workers Training Fund under EIN 99-6009480 and plan number 503. It reports 482 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617093918NAL0003223954005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Hawaii Sheet Metal Workers Training Fund
- EIN
- 99-6009480
- Plan number
- 503
- Location
- Honolulu, HI
- Participants
- 482
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,284,225
- Total liabilities (EOY)
- $349,864
- Net assets (EOY)
- $6,934,361
- Employer contributions
- $1,301,612
- Total income / additions
- $1,390,564
- Benefits paid
- $391,895
- Administrative expenses
- $239,425
- Total expenses
- $631,320
- Net increase / (decrease)
- $759,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hsmw Admin Office | NONE | $156,254 | not reported in the loaded dataset |
| Yee & Karashima | NONE | $19,272 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $13,409 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $11,643 | not reported in the loaded dataset |
| Stonebridge | NONE | $6,975 | not reported in the loaded dataset |
| Affinity | NONE | $6,816 | not reported in the loaded dataset |