2023 Form 5500 filing — Hawaii Health & Welfare Trust Fund For Operating Engineers
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 20241015135507NAL0016542099001) for Hawaii Health & Welfare Trust Fund For Operating Engineers, reported by Hawaii Health & Welfare Trust Fund For Operating Engineers under EIN 94-6182984 and plan number 501. It reports 1,587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135507NAL0016542099001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Health & Welfare Trust Fund For Operating Engineers
- EIN
- 94-6182984
- Plan number
- 501
- Location
- Alameda, CA
- Participants
- 1,587
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,813,376
- Total liabilities (EOY)
- $27,259,516
- Net assets (EOY)
- $39,553,860
- Employer contributions
- $28,037,681
- Participant contributions
- $87,837
- Total income / additions
- $31,239,153
- Benefits paid
- $27,788,101
- Administrative expenses
- $1,886,222
- Total expenses
- $29,674,323
- Net increase / (decrease)
- $1,564,830
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Medical Service Association | NONE | $923,783 | not reported in the loaded dataset |
| Zenith American Solutions Inc. | NONE | $240,932 | not reported in the loaded dataset |
| Multi-Plan Services Agency Inc. | NONE | $114,039 | not reported in the loaded dataset |
| Ssi Investment Management | NONE | $96,819 | $3,218 |
| The Segal Company | NONE | $91,609 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $56,675 | not reported in the loaded dataset |
| Mcmorgan & Company | NONE | $45,167 | not reported in the loaded dataset |
| Oakhurst Capital Mgmt | NONE | $44,220 | not reported in the loaded dataset |
| Pharmacy Benefit Solutions Inc | NONE | $40,000 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $29,055 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $26,800 | $817 |
| Raymond James | NONE | $20,000 | not reported in the loaded dataset |
| Assistance Recovery Program | NONE | $13,125 | not reported in the loaded dataset |
| Mailrite Print & Mail Inc | NONE | $5,206 | not reported in the loaded dataset |