2023 Form 5500 filing — Ilwu Local 142 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 20241211193857NAL0008593651001) for Ilwu Local 142 Health And Welfare Plan, reported by Ilwu Local 142 Health And Welfare Trust under EIN 20-2076868 and plan number 501. It reports 3,930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241211193857NAL0008593651001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ilwu Local 142 Health And Welfare Trust
- EIN
- 20-2076868
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 3,930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,277,695
- Total liabilities (EOY)
- $7,481,868
- Net assets (EOY)
- $55,795,827
- Employer contributions
- $53,075,449
- Participant contributions
- $88,449
- Total income / additions
- $56,503,233
- Benefits paid
- $48,482,235
- Administrative expenses
- $2,064,311
- Total expenses
- $50,546,546
- Net increase / (decrease)
- $5,956,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Medical Service Assocaition | NONE | $1,001,940 | not reported in the loaded dataset |
| Pacific Administrators | NONE | $307,987 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $129,744 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $116,915 | not reported in the loaded dataset |
| Rael & Letson | not reported in the loaded dataset | $88,715 | not reported in the loaded dataset |
| Bank Of Hawaii | NONE | $77,219 | not reported in the loaded dataset |
| Chiroplan Hawaii, Inc. | NONE | $74,846 | not reported in the loaded dataset |
| Yee & Kawashima, Lllp | NONE | $56,256 | not reported in the loaded dataset |
| Benefit Plan Solutions | NONE | $53,919 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka, Cpa, Inc. | NONE | $30,524 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $25,264 | $0 |
| Gyl Financial Synergies | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $17,000 | not reported in the loaded dataset |
| Mzq Consulting, LLC | NONE | $8,387 | not reported in the loaded dataset |