Ilwu Local 142 General Health & Welfare Plan — Form 5500 plan (Board Of Trustees Of Ilwu Local 142 General Health & Welfare)
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 General Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of Ilwu Local 142 General Health & Welfare under EIN 27-0456048 and plan number 501. The latest loaded filing year is 2023. The filing reports 579 participants and $14,022,948 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ilwu Local 142 General Health & Welfare
- EIN
- 27-0456048
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 579
- End-of-year plan assets
- $14,022,948
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 579 | H, C | 20241014153324NAL0045118112003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,022,948
- Total liabilities (EOY)
- $279,644
- Net assets (EOY)
- $13,743,304
- Net assets (BOY)
- $9,736,024
Income & contributions
- Employer contributions
- $7,509,922
- Participant contributions
- $35,027
- Total contributions
- $7,544,949
- Total income / additions
- $10,424,066
Expenses & distributions
- Benefits paid
- $6,151,570
- Administrative expenses
- $265,216
- Total expenses
- $6,416,786
- Net increase / (decrease)
- $4,007,280
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Solutions, Inc. | NONE | $70,947 | not reported in the loaded dataset | 2023 |
| Pacific Administrators, Inc. | NONE | $55,814 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $26,178 | not reported in the loaded dataset | 2023 |
| Hgk Asset Management Inc | not reported in the loaded dataset | $17,999 | $0 | 2023 |
| Hawaii Dental Service | NONE | $15,754 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima, Lllp | NONE | $9,961 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | not reported in the loaded dataset | $8,402 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ilwu Local 142 General Health & Welfare
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Benefit Plan Solutions, Inc. — Schedule C compensation
- Pacific Administrators, Inc. — Schedule C compensation
- Lemke, Chinen & Tanaka, C.P.A., Inc — Schedule C compensation
- Hgk Asset Management Inc — Schedule C compensation
- Hawaii Dental Service — Schedule C compensation
- Yee & Kawashima, Lllp — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation