2023 Form 5500 filing — Hawaii Iron Workers' 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 20250513152408NAL0040943266003) for Hawaii Iron Workers' Annuity Plan, reported by Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund under EIN 99-0176931 and plan number 001. It reports 1,405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250513152408NAL0040943266003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund
- EIN
- 99-0176931
- Plan number
- 001
- Location
- Waipahu, HI
- Participants
- 1,405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,672,930
- Total liabilities (EOY)
- $352,268
- Net assets (EOY)
- $56,320,662
- Employer contributions
- $4,551,994
- Total income / additions
- $9,390,912
- Benefits paid
- $4,530,624
- Administrative expenses
- $907,139
- Total expenses
- $5,437,763
- Net increase / (decrease)
- $3,953,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Iron Workers Admin Office | ADMIN OFFICE | $429,549 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $66,037 | $0 |
| Singerlewak Llp | NONE | $61,780 | not reported in the loaded dataset |
| Oakhurst Capital Management LLC | NONE | $53,063 | not reported in the loaded dataset |
| Affinity Investment Advisors | NONE | $45,895 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $37,750 | not reported in the loaded dataset |
| Yamamoto Caliboso Hetherington | NONE | $31,251 | not reported in the loaded dataset |
| Hudson Edge Investment Partners | NONE | $29,663 | $0 |
| Ssi Investment Management, Inc. | NONE | $21,457 | $0 |
| Bank Of Hawaii | NONE | $14,689 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $6,667 | not reported in the loaded dataset |