2023 Form 5500 filing — Hawaii Tapers' Annuity 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 20250414124024NAL0001691553004) for Hawaii Tapers' Annuity Plan, reported by Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund under EIN 99-0209408 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414124024NAL0001691553004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund
- EIN
- 99-0209408
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,600,509
- Net assets (EOY)
- $49,600,509
- Employer contributions
- $4,368,276
- Total income / additions
- $10,862,041
- Benefits paid
- $4,785,470
- Administrative expenses
- $209,289
- Total expenses
- $4,994,759
- Net increase / (decrease)
- $5,867,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Group Plan Administrators | NONE | $61,029 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $34,375 | not reported in the loaded dataset |
| Singerlewak Llp | NONE | $29,058 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $27,145 | $0 |
| Yamamoto, Caliboso, & Hetherington | NONE | $13,359 | not reported in the loaded dataset |
| Kmh, Llp | NONE | $9,916 | not reported in the loaded dataset |