Pamcah-Ua Local 675 Health And Welfare Plan — Form 5500 plan (Pamcah-Ua Local 675 Health & 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, Pamcah-Ua Local 675 Health And Welfare Plan is a benefit plan reported by Pamcah-Ua Local 675 Health & Welfare Fund under EIN 99-6009435 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,001 participants and $43,534,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pamcah-Ua Local 675 Health & Welfare Fund
EIN
99-6009435
Plan number
501
Plan type
1
Location
Honolulu, HI
Latest filing year
2023
Participants
2,001
End-of-year plan assets
$43,534,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,001H, C20240723192811NAL0012423169002
20231,977H, C20240723192811NAL0012423169003
20231,980H, C20250513155924NAL0041011010002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,023,807
Total liabilities (EOY)
$1,934,087
Net assets (EOY)
$99,089,720
Net assets (BOY)
$79,191,241

Income & contributions

Employer contributions
$27,746,527
Participant contributions
$1,480,554
Total contributions
$29,227,081
Total income / additions
$42,081,334

Expenses & distributions

Benefits paid
$19,397,403
Administrative expenses
$2,785,452
Total expenses
$22,182,855
Net increase / (decrease)
$19,898,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hawaii Medical Service AssociationNONE$934,746$02023
Hawaii Medical Service AssociationNONE$700,112$02023
Hawaii Medical Service AssociationNONE$684,252not reported in the loaded dataset2023
The Segal CompanyNONE$574,101$20,5202023
Pamcah-Ua Local 675 Admin OfficeADMIN OFFICE$442,497not reported in the loaded dataset2023
Pamcah-Ua Local 675 Admin OfficeADMIN OFFICE$378,595not reported in the loaded dataset2023
The Segal CompanyNONE$368,345not reported in the loaded dataset2023
The Segal CompanyNONE$342,042not reported in the loaded dataset2023
Pamcah-Ua Local 675 Admin OfficeADMIN OFFICE$335,298not reported in the loaded dataset2023
Envision Pharmaceutical ServicesNONE$180,086not reported in the loaded dataset2023
Hawaii Dental ServiceNONE$171,128not reported in the loaded dataset2023
Hawaii Dental ServiceNONE$166,968not reported in the loaded dataset2023
Hawaii Dental ServiceNONE$165,094not reported in the loaded dataset2023
Envision Pharmaceutical ServicesNONE$144,638not reported in the loaded dataset2023
Trucker HussNONE$122,924not reported in the loaded dataset2023
Optum RxNONE$85,813$8,1322023
Boston Partners Investors, Inc.NONE$64,156not reported in the loaded dataset2023
Singerlewak LlpNONE$63,351not reported in the loaded dataset2023
Char, Sakamoto, Ishii, Lum & ChingNONE$62,755not reported in the loaded dataset2023
Trucker HussNONE$55,578not reported in the loaded dataset2023
Congress Asset ManagementNONE$54,767not reported in the loaded dataset2023
Lemke, Chinen & Tanaka, C.P.A., IncNONE$54,450not reported in the loaded dataset2023
Lemke, Chinen & Tanaka, C.P.A., IncNONE$51,309not reported in the loaded dataset2023
Ckw Financial GroupNONE$46,236not reported in the loaded dataset2023
Boston Partners Investors, Inc.NONE$42,895not reported in the loaded dataset2023
Robeco Investment ManagementNONE$41,050not reported in the loaded dataset2023
Pacific Income AdvisorsNONE$37,973not reported in the loaded dataset2023
VspNONE$35,601not reported in the loaded dataset2023
National Benefits AdministratorsNONE$35,294not reported in the loaded dataset2023
VspNONE$33,284not reported in the loaded dataset2023
First Hawaiian BankNONE$32,024$02023
VspNONE$32,013not reported in the loaded dataset2023
Pacific Income AdvisorsNONE$27,854not reported in the loaded dataset2023
Ckw Financial GroupNONE$22,658not reported in the loaded dataset2023
Congress Asset ManagementNONE$21,144not reported in the loaded dataset2023
Pacific Property Group, Inc.NONE$19,912not reported in the loaded dataset2023
Ckw Financial GroupNONE$19,468not reported in the loaded dataset2023
Pacific Property Group, Inc.NONE$18,881not reported in the loaded dataset2023
Char, Sakamoto, Ishii, Lum & ChingNONE$16,664not reported in the loaded dataset2023
Pacific Income AdvisorsNONE$16,260not reported in the loaded dataset2023
Central Pacific BankNONE$15,849not reported in the loaded dataset2023
Central Pacific BankNONE$15,480not reported in the loaded dataset2023
Congress Asset ManagementNONE$14,848not reported in the loaded dataset2023
Abm Onsite ServicesNONE$13,478not reported in the loaded dataset2023
Abm Onsite ServicesNONE$12,835not reported in the loaded dataset2023
S&M Sakamoto, Inc.NONE$9,452not reported in the loaded dataset2023
Star Protection AgencyNONE$8,479not reported in the loaded dataset2023
Star Protection Agency, LLC.NONE$7,928not reported in the loaded dataset2023
Samuel FujikawaTRUSTEE$5,679not reported in the loaded dataset2023

Related Form 5500 pages