Hawaii Tapers Retiree Health Reimbursement Fund — Form 5500 plan (Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund)
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, Hawaii Tapers Retiree Health Reimbursement Fund is a benefit plan reported by Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund under EIN 81-3361137 and plan number 501. The latest loaded filing year is 2023. The filing reports 426 participants and $8,366,344 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund
- EIN
- 81-3361137
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 426
- End-of-year plan assets
- $8,366,344
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 426 | H, C | 20241011135119NAL0012557779003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,366,344
- Net assets (EOY)
- $8,366,344
- Net assets (BOY)
- $6,653,877
Income & contributions
- Employer contributions
- $1,566,649
- Total contributions
- $1,566,649
- Total income / additions
- $1,781,952
Expenses & distributions
- Benefits paid
- $8,521
- Administrative expenses
- $60,964
- Total expenses
- $69,485
- Net increase / (decrease)
- $1,712,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators, Inc. | NONE | $31,414 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen, & Tanaka Cpa Inc. | NONE | $10,995 | not reported in the loaded dataset | 2023 |