2023 Form 5500 filing — Hawaii Tapers 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 20241011135627NAL0021986225005) for Hawaii Tapers Health And Welfare Plan, reported by Board Of Trustees Of Hawaii Tapers Health And Welfare Plan under EIN 99-0213908 and plan number 501. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135627NAL0021986225005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Tapers Health And Welfare Plan
- EIN
- 99-0213908
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,615,609
- Total liabilities (EOY)
- $520,425
- Net assets (EOY)
- $13,095,184
- Employer contributions
- $4,533,352
- Participant contributions
- $53,670
- Total income / additions
- $5,525,009
- Benefits paid
- $3,739,039
- Administrative expenses
- $140,047
- Total expenses
- $3,879,086
- Net increase / (decrease)
- $1,645,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Group Plan Administrators | NONE | $81,878 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $19,215 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $17,375 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $7,469 | $0 |