Ilwu Local 142 Health And Welfare Plan — Form 5500 plan (Ilwu Local 142 Health And Welfare Trust)
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, Ilwu Local 142 Health And Welfare Plan is a benefit plan reported by Ilwu Local 142 Health And Welfare Trust under EIN 20-2076868 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,930 participants and $63,277,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ilwu Local 142 Health And Welfare Trust
- EIN
- 20-2076868
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 3,930
- End-of-year plan assets
- $63,277,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,930 | H, C | 20241211193857NAL0008593651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,277,695
- Total liabilities (EOY)
- $7,481,868
- Net assets (EOY)
- $55,795,827
- Net assets (BOY)
- $49,839,140
Income & contributions
- Employer contributions
- $53,075,449
- Participant contributions
- $88,449
- Total contributions
- $53,163,898
- Total income / additions
- $56,503,233
Expenses & distributions
- Benefits paid
- $48,482,235
- Administrative expenses
- $2,064,311
- Total expenses
- $50,546,546
- Net increase / (decrease)
- $5,956,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Medical Service Assocaition | NONE | $1,001,940 | not reported in the loaded dataset | 2023 |
| Pacific Administrators | NONE | $307,987 | not reported in the loaded dataset | 2023 |
| Hawaii Dental Service | NONE | $129,744 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $116,915 | not reported in the loaded dataset | 2023 |
| Rael & Letson | not reported in the loaded dataset | $88,715 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $77,219 | not reported in the loaded dataset | 2023 |
| Chiroplan Hawaii, Inc. | NONE | $74,846 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima, Lllp | NONE | $56,256 | not reported in the loaded dataset | 2023 |
| Benefit Plan Solutions | NONE | $53,919 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka, Cpa, Inc. | NONE | $30,524 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $25,264 | $0 | 2023 |
| Gyl Financial Synergies | not reported in the loaded dataset | $20,000 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $17,000 | not reported in the loaded dataset | 2023 |
| Mzq Consulting, LLC | NONE | $8,387 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ilwu Local 142 Health And Welfare Trust
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Medical Service Assocaition — Schedule C compensation
- Pacific Administrators — Schedule C compensation
- Hawaii Dental Service — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Chiroplan Hawaii, Inc. — Schedule C compensation
- Yee & Kawashima, Lllp — Schedule C compensation
- Benefit Plan Solutions — Schedule C compensation
- Lemke, Chinen & Tanaka, Cpa, Inc. — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Gyl Financial Synergies — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Mzq Consulting, LLC — Schedule C compensation