Masons Vacation Plan — Form 5500 plan (Board Of Trustees Of Masons Vacation & Holiday Trust 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, Masons Vacation Plan is a benefit plan reported by Board Of Trustees Of Masons Vacation & Holiday Trust Fund under EIN 99-0174790 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,212 participants and $7,480,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Masons Vacation & Holiday Trust Fund
- EIN
- 99-0174790
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,212
- End-of-year plan assets
- $7,480,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,212 | H, C | 20241212124608NAL0009389363002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,480,183
- Total liabilities (EOY)
- $6,813,150
- Net assets (EOY)
- $667,033
- Net assets (BOY)
- $316,928
Income & contributions
- Employer contributions
- $7,043,630
- Total contributions
- $7,043,630
- Total income / additions
- $7,369,306
Expenses & distributions
- Benefits paid
- $6,807,884
- Administrative expenses
- $211,317
- Total expenses
- $7,019,201
- Net increase / (decrease)
- $350,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Risk Management Services | ADMINISTRATIVE OFFICE | $133,122 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $19,410 | $0 | 2023 |
| Yoshida & Associates | NONE | $18,463 | not reported in the loaded dataset | 2023 |
| Masons And Plasterers Admin Office | NONE | $11,633 | $0 | 2023 |
| Brown & Brown Insurance Service, In | NONE | $9,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Masons Vacation & Holiday Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Benefit Risk Management Services — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Yoshida & Associates — Schedule C compensation
- Masons And Plasterers Admin Office — Schedule C compensation
- Brown & Brown Insurance Service, In — Schedule C compensation