2023 Form 5500 filing — Hawaii Iron Workers' 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 20250513152408NAL0040943266002) for Hawaii Iron Workers' Health And Welfare Plan, reported by Hawaii Iron Workers' Health And Welfare Plan under EIN 99-0166475 and plan number 501. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513152408NAL0040943266002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Iron Workers' Health And Welfare Plan
- EIN
- 99-0166475
- Plan number
- 501
- Location
- Waipahu, HI
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,977,564
- Total liabilities (EOY)
- $1,548,077
- Net assets (EOY)
- $24,429,487
- Employer contributions
- $12,201,955
- Participant contributions
- $260,804
- Total income / additions
- $13,955,819
- Benefits paid
- $8,540,029
- Administrative expenses
- $390,695
- Total expenses
- $8,930,724
- Net increase / (decrease)
- $5,025,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hi Iron Workers Admin. Office | ADMIN OFFICE | $148,223 | not reported in the loaded dataset |
| Singerlewak Llp | NONE | $61,780 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $48,750 | not reported in the loaded dataset |
| Raymond James | NONE | $20,827 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $20,068 | $0 |
| Yamamoto Caliboso Hetherington | NONE | $16,131 | not reported in the loaded dataset |
| Bank Of Hawaii | NONE | $13,476 | not reported in the loaded dataset |
| Boyd Watterson | NONE | $10,495 | not reported in the loaded dataset |