Masons Health & Welfare Plan — Form 5500 plan (Board Of Trustees Of Masons 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, Masons Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of Masons Health & Welfare Trust Fund under EIN 99-6014747 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,225 participants and $13,589,865 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Masons Health & Welfare Trust Fund
- EIN
- 99-6014747
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,225
- End-of-year plan assets
- $13,589,865
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,225 | H, C | 20241212124608NAL0009389363003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,589,865
- Total liabilities (EOY)
- $224,231
- Net assets (EOY)
- $13,365,634
- Net assets (BOY)
- $13,206,387
Income & contributions
- Employer contributions
- $14,273,910
- Participant contributions
- $844,002
- Total contributions
- $15,117,912
- Total income / additions
- $15,483,874
Expenses & distributions
- Benefits paid
- $14,276,447
- Administrative expenses
- $1,048,180
- Total expenses
- $15,324,627
- Net increase / (decrease)
- $159,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit & Risk Management Services | NONE | $373,474 | not reported in the loaded dataset | 2023 |
| National Benefits Administrators | NONE | $287,272 | not reported in the loaded dataset | 2023 |
| Hawaii Dental Service | NONE | $88,621 | not reported in the loaded dataset | 2023 |
| Yoshida & Associates | NONE | $50,644 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka Cpa, Inc | NONE | $46,178 | not reported in the loaded dataset | 2023 |
| Masons And Plasterers Admin Office | NONE | $27,347 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management | NONE | $15,865 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $15,568 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $13,866 | $0 | 2023 |
| Raymond James & Associates | INVESTMENT CONSULTANT | $12,498 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $9,220 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Masons Health & Welfare 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
- National Benefits Administrators — Schedule C compensation
- Hawaii Dental Service — Schedule C compensation
- Yoshida & Associates — Schedule C compensation
- Lemke, Chinen & Tanaka Cpa, Inc — Schedule C compensation
- Masons And Plasterers Admin Office — Schedule C compensation
- Oakhurst Capital Management — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Ssi Investment Management — Schedule C compensation