Hawaii Sheet Metal Workers Health & Welfare Trust — Form 5500 plan (Hawaii Sheet Metal Workers Health & Welfare 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 Sheet Metal Workers Health & Welfare Trust is a benefit plan reported by Hawaii Sheet Metal Workers Health & Welfare Trust Fund under EIN 99-6006418 and plan number 501. The latest loaded filing year is 2023. The filing reports 837 participants and $88,927,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Sheet Metal Workers Health & Welfare Trust Fund
- EIN
- 99-6006418
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 837
- End-of-year plan assets
- $88,927,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 837 | H, C | 20250129180511NAL0025921024002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,927,256
- Total liabilities (EOY)
- $3,188,014
- Net assets (EOY)
- $85,739,242
- Net assets (BOY)
- $78,763,223
Income & contributions
- Employer contributions
- $8,160,293
- Participant contributions
- $1,185,283
- Total contributions
- $9,345,576
- Total income / additions
- $15,703,795
Expenses & distributions
- Benefits paid
- $7,783,126
- Administrative expenses
- $944,650
- Total expenses
- $8,727,776
- Net increase / (decrease)
- $6,976,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hsmw Admin Office | NONE | $204,595 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $121,892 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $116,590 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $108,770 | not reported in the loaded dataset | 2023 |
| Miller Howard | NONE | $73,939 | not reported in the loaded dataset | 2023 |
| Affinity Investment Group | NONE | $52,476 | not reported in the loaded dataset | 2023 |
| Stonebridge Advisors | NONE | $47,334 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson Law Corp | NONE | $38,170 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $28,561 | not reported in the loaded dataset | 2023 |
| Brown Advisory LLC | NONE | $6,738 | $14,237 | 2023 |
| Withum Smith And Brown | NONE | $18,819 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $18,434 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $17,890 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $12,575 | not reported in the loaded dataset | 2023 |
| Jpmorgan Investment Mgmt | NONE | $8,133 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, & Rosenfeld | NONE | $7,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Sheet Metal Workers Health & Welfare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hsmw Admin Office — Schedule C compensation
- The Segal Company — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Miller Howard — Schedule C compensation
- Affinity Investment Group — Schedule C compensation
- Stonebridge Advisors — Schedule C compensation
- Saltzman & Johnson Law Corp — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Brown Advisory LLC — Schedule C compensation
- Withum Smith And Brown — Schedule C compensation
- Benesys — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Jpmorgan Investment Mgmt — Schedule C compensation
- Weinberg, Roger, & Rosenfeld — Schedule C compensation