Ufcw - Hawaii Food Employers Retiree Health And Welfare Plan — Form 5500 plan (Board Of Trustees, Ufcw - Hawaii Food Employers Health)
Plain-English plan 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, Ufcw - Hawaii Food Employers Retiree Health And Welfare Plan is a benefit plan reported by Board Of Trustees, Ufcw - Hawaii Food Employers Health under EIN 01-0757287 and plan number 502. The latest loaded filing year is 2023. The filing reports 209 participants and $2,737,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Ufcw - Hawaii Food Employers Health
- EIN
- 01-0757287
- Plan number
- 502
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $2,737,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241009222504NAL0039169586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,737,037
- Total liabilities (EOY)
- $52,001
- Net assets (EOY)
- $2,685,036
- Net assets (BOY)
- $1,994,171
Income & contributions
- Employer contributions
- $2,120,444
- Total contributions
- $2,323,172
- Total income / additions
- $2,334,168
Expenses & distributions
- Benefits paid
- $1,532,378
- Administrative expenses
- $110,925
- Total expenses
- $1,643,303
- Net increase / (decrease)
- $690,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators, Inc. | NONE | $38,815 | $0 | 2023 |
| Rael & Letson | NONE | $25,554 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $16,000 | $0 | 2023 |
| Hma, Inc. | NONE | $9,058 | $0 | 2023 |
| Mccraken, Stemerman & Holsberry | NONE | $7,200 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Ufcw - Hawaii Food Employers Health
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Benefit Administrators, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Hma, Inc. — Schedule C compensation
- Mccraken, Stemerman & Holsberry — Schedule C compensation