Hawaii Tapers' Annuity Plan — Form 5500 plan (Board Of Trustees Of Hawaii Tapers' Annuity 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, Hawaii Tapers' Annuity Plan is a benefit plan reported by Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund under EIN 99-0209408 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $49,600,509 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund
- EIN
- 99-0209408
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $49,600,509
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20250414124024NAL0001691553004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,600,509
- Net assets (EOY)
- $49,600,509
- Net assets (BOY)
- $43,733,227
Income & contributions
- Employer contributions
- $4,368,276
- Total contributions
- $4,369,411
- Total income / additions
- $10,862,041
Expenses & distributions
- Benefits paid
- $4,785,470
- Administrative expenses
- $209,289
- Total expenses
- $4,994,759
- Net increase / (decrease)
- $5,867,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators | NONE | $61,029 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $34,375 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | NONE | $29,058 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $27,145 | $0 | 2023 |
| Yamamoto, Caliboso, & Hetherington | NONE | $13,359 | not reported in the loaded dataset | 2023 |
| Kmh, Llp | NONE | $9,916 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Tapers' Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Group Plan Administrators — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Yamamoto, Caliboso, & Hetherington — Schedule C compensation
- Kmh, Llp — Schedule C compensation