Hawaii Electricians Health And Welfare Plan — Form 5500 plan (Hawaii Electricians Health And Welfare 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 Electricians Health And Welfare Plan is a benefit plan reported by Hawaii Electricians Health And Welfare Fund under EIN 99-0104618 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,819 participants and $100,045,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Electricians Health And Welfare Fund
- EIN
- 99-0104618
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,819
- End-of-year plan assets
- $100,045,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,819 | H, C | 20250711214434NAL0004488387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,045,464
- Total liabilities (EOY)
- $4,344,926
- Net assets (EOY)
- $95,700,538
- Net assets (BOY)
- $87,528,204
Income & contributions
- Employer contributions
- $23,428,976
- Participant contributions
- $1,074,275
- Total contributions
- $24,503,251
- Total income / additions
- $39,308,009
Expenses & distributions
- Benefits paid
- $28,783,181
- Administrative expenses
- $2,352,494
- Total expenses
- $31,135,675
- Net increase / (decrease)
- $8,172,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $719,160 | not reported in the loaded dataset | 2023 |
| Hawaii Western Management Group | NONE | $606,162 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $208,460 | not reported in the loaded dataset | 2023 |
| Hawaii Dental Service | NONE | $170,712 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners, Inc. | NONE | $84,674 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $77,600 | $0 | 2023 |
| Singerlewak Llp | NONE | $66,869 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $55,338 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | PARTY IN INTEREST | $41,684 | $0 | 2023 |
| Vision Service Plan | NONE | $38,730 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $38,714 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors | NONE | $34,817 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $34,781 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management | NONE | $22,789 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima Lllp | NONE | $11,100 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners | NONE | $8,023 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Electricians Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Electricians Admin Office — Schedule C compensation
- Hawaii Western Management Group — Schedule C compensation
- The Segal Company — Schedule C compensation
- Hawaii Dental Service — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Focus Investment Advisors — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Oakhurst Capital Management — Schedule C compensation
- Yee & Kawashima Lllp — Schedule C compensation
- Hudson Edge Investment Partners — Schedule C compensation