Hawaii Sheet Metal Workers Vacation — Form 5500 plan (Hawaii Sheet Metal Workers Vacation & Holiday 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 Vacation is a benefit plan reported by Hawaii Sheet Metal Workers Vacation & Holiday Fund under EIN 99-6009478 and plan number 502. The latest loaded filing year is 2023. The filing reports 652 participants and $2,544,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Sheet Metal Workers Vacation & Holiday Fund
- EIN
- 99-6009478
- Plan number
- 502
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 652
- End-of-year plan assets
- $2,544,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 652 | H, C | 20241115211651NAL0001525217001 |
| 2023 | 507 | H, C | 20250724174347NAL0002957251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,680,423
- Total liabilities (EOY)
- $15,818
- Net assets (EOY)
- $1,664,605
- Net assets (BOY)
- $1,803,286
Income & contributions
- Employer contributions
- $3,341,437
- Total contributions
- $3,353,548
- Total income / additions
- $3,379,686
Expenses & distributions
- Benefits paid
- $3,359,503
- Administrative expenses
- $158,864
- Total expenses
- $3,518,367
- Net increase / (decrease)
- -$138,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hsmw Admin Office | UNION MEMBER | $65,436 | not reported in the loaded dataset | 2023 |
| Hsm Admin Office | NONE | $63,713 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $46,027 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $19,635 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, & Rosenfeld | NONE | $17,825 | not reported in the loaded dataset | 2023 |
| Desmond M. Kotake, Cpa | NONE | $11,704 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima | NONE | $9,345 | not reported in the loaded dataset | 2023 |
| Beneseys | NONE | $9,217 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $9,217 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Sheet Metal Workers Vacation & Holiday Fund
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hsmw Admin Office — Schedule C compensation
- Hsm Admin Office — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Desmond M. Kotake, Cpa — Schedule C compensation
- Yee & Kawashima — Schedule C compensation
- Beneseys — Schedule C compensation
- Benesys — Schedule C compensation