Hawaii Laborers' Health & Welfare Fund — Form 5500 plan (Hawaii Laborers' 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, Hawaii Laborers' Health & Welfare Fund is a benefit plan reported by Hawaii Laborers' Health & Welfare Fund under EIN 99-6014749 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,456 participants and $137,882,153 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Laborers' Health & Welfare Fund
- EIN
- 99-6014749
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,456
- End-of-year plan assets
- $137,882,153
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,456 | H, C | 20250616165644NAL0001167697005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $137,882,153
- Total liabilities (EOY)
- $29,909,459
- Net assets (EOY)
- $107,972,694
- Net assets (BOY)
- $88,695,736
Income & contributions
- Employer contributions
- $47,930,288
- Participant contributions
- $1,010,913
- Total contributions
- $48,941,201
- Total income / additions
- $60,846,689
Expenses & distributions
- Benefits paid
- $38,625,145
- Administrative expenses
- $2,944,586
- Total expenses
- $41,569,731
- Net increase / (decrease)
- $19,276,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Administrators Inc | NONE | $2,185,068 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $62,504 | $64,639 | 2023 |
| Raymond James | NONE | $83,054 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, & Rosenfeld | NONE | $72,852 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors | NONE | $52,637 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $48,144 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $43,846 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $43,618 | not reported in the loaded dataset | 2023 |
| Hc Management Program Expenses | NONE | $38,896 | not reported in the loaded dataset | 2023 |
| Yoshida And Associates | NONE | $34,111 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $12,715 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Laborers' Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Administrators Inc — Schedule C compensation
- Milliman — Schedule C compensation
- Raymond James — Schedule C compensation
- Weinberg, Roger, & Rosenfeld — Schedule C compensation
- Focus Investment Advisors — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Hc Management Program Expenses — Schedule C compensation
- Yoshida And Associates — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation