2023 Form 5500 filing — Hawaii Teamsters & Allied Workers Local 996 Legal Service 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 20250414130037NAL0001757745004) for Hawaii Teamsters & Allied Workers Local 996 Legal Service Plan, reported by Hawaii Teamsters & Allied Workers Local 996 Legal Service Plan under EIN 99-0248050 and plan number 501. It reports 1,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414130037NAL0001757745004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Teamsters & Allied Workers Local 996 Legal Service Plan
- EIN
- 99-0248050
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 1,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $869,798
- Net assets (EOY)
- $869,798
- Employer contributions
- $142,338
- Participant contributions
- $175
- Total income / additions
- $231,099
- Benefits paid
- $12,943
- Administrative expenses
- $98,115
- Total expenses
- $111,058
- Net increase / (decrease)
- $120,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit & Risk Management Services | NONE | $78,368 | not reported in the loaded dataset |
| Service Printers Hawaii | NONE | $7,221 | not reported in the loaded dataset |
| Kevin S. Adaniya Aal | NONE | $6,650 | not reported in the loaded dataset |
| First Hawaiian Bank | not reported in the loaded dataset | $6,269 | $0 |