2023 Form 5500 filing — Pamcah-Ua Local 675 Health And Welfare Plan
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 20240723192811NAL0012423169002) for Pamcah-Ua Local 675 Health And Welfare Plan, reported by Pamcah-Ua Local 675 Health & Welfare Fund under EIN 99-6009435 and plan number 501. It reports 2,001 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723192811NAL0012423169002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pamcah-Ua Local 675 Health & Welfare Fund
- EIN
- 99-6009435
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 2,001
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,023,807
- Total liabilities (EOY)
- $1,934,087
- Net assets (EOY)
- $99,089,720
- Employer contributions
- $27,746,527
- Participant contributions
- $1,480,554
- Total income / additions
- $42,081,334
- Benefits paid
- $19,397,403
- Administrative expenses
- $2,785,452
- Total expenses
- $22,182,855
- Net increase / (decrease)
- $19,898,479
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Medical Service Association | NONE | $934,746 | $0 |
| Hawaii Medical Service Association | NONE | $700,112 | $0 |
| Hawaii Medical Service Association | NONE | $684,252 | not reported in the loaded dataset |
| The Segal Company | NONE | $574,101 | $20,520 |
| Pamcah-Ua Local 675 Admin Office | ADMIN OFFICE | $442,497 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Admin Office | ADMIN OFFICE | $378,595 | not reported in the loaded dataset |
| The Segal Company | NONE | $368,345 | not reported in the loaded dataset |
| The Segal Company | NONE | $342,042 | not reported in the loaded dataset |
| Pamcah-Ua Local 675 Admin Office | ADMIN OFFICE | $335,298 | not reported in the loaded dataset |
| Envision Pharmaceutical Services | NONE | $180,086 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $171,128 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $166,968 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $165,094 | not reported in the loaded dataset |
| Envision Pharmaceutical Services | NONE | $144,638 | not reported in the loaded dataset |
| Trucker Huss | NONE | $122,924 | not reported in the loaded dataset |
| Optum Rx | NONE | $85,813 | $8,132 |
| Boston Partners Investors, Inc. | NONE | $64,156 | not reported in the loaded dataset |
| Singerlewak Llp | NONE | $63,351 | not reported in the loaded dataset |
| Char, Sakamoto, Ishii, Lum & Ching | NONE | $62,755 | not reported in the loaded dataset |
| Trucker Huss | NONE | $55,578 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $54,767 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $54,450 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $51,309 | not reported in the loaded dataset |
| Ckw Financial Group | NONE | $46,236 | not reported in the loaded dataset |
| Boston Partners Investors, Inc. | NONE | $42,895 | not reported in the loaded dataset |
| Robeco Investment Management | NONE | $41,050 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $37,973 | not reported in the loaded dataset |
| Vsp | NONE | $35,601 | not reported in the loaded dataset |
| National Benefits Administrators | NONE | $35,294 | not reported in the loaded dataset |
| Vsp | NONE | $33,284 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $32,024 | $0 |
| Vsp | NONE | $32,013 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $27,854 | not reported in the loaded dataset |
| Ckw Financial Group | NONE | $22,658 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $21,144 | not reported in the loaded dataset |
| Pacific Property Group, Inc. | NONE | $19,912 | not reported in the loaded dataset |
| Ckw Financial Group | NONE | $19,468 | not reported in the loaded dataset |
| Pacific Property Group, Inc. | NONE | $18,881 | not reported in the loaded dataset |
| Char, Sakamoto, Ishii, Lum & Ching | NONE | $16,664 | not reported in the loaded dataset |
| Pacific Income Advisors | NONE | $16,260 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $15,849 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $15,480 | not reported in the loaded dataset |
| Congress Asset Management | NONE | $14,848 | not reported in the loaded dataset |
| Abm Onsite Services | NONE | $13,478 | not reported in the loaded dataset |
| Abm Onsite Services | NONE | $12,835 | not reported in the loaded dataset |
| S&M Sakamoto, Inc. | NONE | $9,452 | not reported in the loaded dataset |
| Star Protection Agency | NONE | $8,479 | not reported in the loaded dataset |
| Star Protection Agency, LLC. | NONE | $7,928 | not reported in the loaded dataset |
| Samuel Fujikawa | TRUSTEE | $5,679 | not reported in the loaded dataset |