2023 Form 5500 filing — Hawaii Carpenters Financial Security 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 20241008153101NAL0017889969005) for Hawaii Carpenters Financial Security Fund, reported by Hawaii Carpenters Financial Security Fund under EIN 99-0264272 and plan number 003. It reports 6,998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153101NAL0017889969005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Carpenters Financial Security Fund
- EIN
- 99-0264272
- Plan number
- 003
- Location
- Honolulu, HI
- Participants
- 6,998
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $576,752,041
- Total liabilities (EOY)
- $111,404
- Net assets (EOY)
- $576,640,637
- Employer contributions
- $48,229,780
- Total income / additions
- $118,378,634
- Benefits paid
- $31,182,679
- Administrative expenses
- $2,031,481
- Total expenses
- $33,214,160
- Net increase / (decrease)
- $85,164,474
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Hawaiian Bank | NONE | $455,425 | $46,129 |
| Raymond James & Associates | NONE | $433,108 | not reported in the loaded dataset |
| Hawaii Benefit Administrators, Inc. | NONE | $396,331 | not reported in the loaded dataset |
| Focus Investments | NONE | $210,285 | not reported in the loaded dataset |
| The Segal Company | NONE | $108,300 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $71,596 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $42,550 | not reported in the loaded dataset |
| Bank Of Hawaii | NONE | $40,074 | not reported in the loaded dataset |
| Shanley A Professional Corp. | NONE | $38,100 | not reported in the loaded dataset |
| Sierra Investment Partners | NONE | $6,112 | not reported in the loaded dataset |