2023 Form 5500 filing — Afl Hotel & Restaurant Workers Health & 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 20241014153324NAL0045118112005) for Afl Hotel & Restaurant Workers Health & Welfare Plan, reported by Afl Hotel & Restaurant Workers Health & Welfare Plan under EIN 99-6008823 and plan number 501. It reports 12,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153324NAL0045118112005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Afl Hotel & Restaurant Workers Health & Welfare Plan
- EIN
- 99-6008823
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 12,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $160,699,492
- Total liabilities (EOY)
- $13,315,815
- Net assets (EOY)
- $147,383,677
- Employer contributions
- $144,183,139
- Participant contributions
- $296,549
- Total income / additions
- $152,398,205
- Benefits paid
- $110,985,415
- Administrative expenses
- $4,440,027
- Total expenses
- $115,425,442
- Net increase / (decrease)
- $36,972,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Southwest Administrators | NONE | $1,906,141 | not reported in the loaded dataset |
| Benefit & Risk Mgmt Svcs | NONE | $901,913 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $335,061 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $219,262 | $0 |
| Rael & Letson | NONE | $212,764 | not reported in the loaded dataset |
| Mccracken, Stemerman & Holsberry, L | NONE | $176,309 | not reported in the loaded dataset |
| Hawaii Community Health Alliance | NONE | $150,678 | not reported in the loaded dataset |
| Chiroplan Hawaii, Inc | NONE | $87,990 | not reported in the loaded dataset |
| Provider Network Of America | NONE | $70,609 | $0 |
| Lemke, Chinen & Tanaka, Cpa, Inc | NONE | $51,890 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $45,849 | not reported in the loaded dataset |
| Employee Assistance Of The Pacific | NONE | $36,546 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $24,586 | not reported in the loaded dataset |
| Pinebridge Investments | NONE | $16,113 | not reported in the loaded dataset |
| Voya Investment Trust Company | NONE | $12,269 | not reported in the loaded dataset |
| Weinberg Roger Rosenfield | NONE | $8,913 | not reported in the loaded dataset |
| Optumrx | NONE | $126 | $0 |