Hawaii Carpenters Health And Welfare — Form 5500 plan (Hawaii Carpenters Health And Welfare)
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 Carpenters Health And Welfare is a benefit plan reported by Hawaii Carpenters Health And Welfare under EIN 99-6014752 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,209 participants and $200,300,516 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Carpenters Health And Welfare
- EIN
- 99-6014752
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 4,209
- End-of-year plan assets
- $200,300,516
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,209 | H, C | 20241114121752NAL0030346688002 |
| 2023 | 4,007 | H, C | 20250613162946NAL0013710211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $213,898,354
- Total liabilities (EOY)
- $8,457,430
- Net assets (EOY)
- $205,440,924
- Net assets (BOY)
- $182,237,920
Income & contributions
- Employer contributions
- $44,203,750
- Participant contributions
- $713,314
- Total contributions
- $44,917,064
- Total income / additions
- $71,745,589
Expenses & distributions
- Benefits paid
- $45,800,716
- Administrative expenses
- $2,741,869
- Total expenses
- $48,542,585
- Net increase / (decrease)
- $23,203,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Medical Service Assocation | NONE | $1,281,369 | not reported in the loaded dataset | 2023 |
| Hawaii Medical Service Association | NONE | $1,109,206 | not reported in the loaded dataset | 2023 |
| Hawaii Benefit Administrators Inc | NONE | $663,669 | not reported in the loaded dataset | 2023 |
| Hawaii Benefit Administrators, Inc. | NONE | $573,313 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $154,844 | $10,450 | 2023 |
| First Hawaiian Bank | NONE | $138,907 | $3,274 | 2023 |
| Raymond James & Associates, Inc | NONE | $132,888 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc. | NONE | $125,071 | not reported in the loaded dataset | 2023 |
| Focus Investments | NONE | $97,566 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $56,000 | $23,997 | 2023 |
| Focus Investments | NONE | $72,179 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $36,394 | not reported in the loaded dataset | 2023 |
| Decarlo & Shanley | NONE | $32,159 | not reported in the loaded dataset | 2023 |
| Shanley, A Professional Corporation | NONE | $31,509 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $29,400 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $28,215 | not reported in the loaded dataset | 2023 |
| Segal | not reported in the loaded dataset | $22,596 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $17,611 | not reported in the loaded dataset | 2023 |
| Miller Shea, Lllc | NONE | $13,531 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $13,293 | not reported in the loaded dataset | 2023 |
| Law Office Of Jeffery P Miller | NONE | $7,420 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $7,045 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Carpenters Health And Welfare
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Medical Service Assocation — Schedule C compensation
- Hawaii Medical Service Association — Schedule C compensation
- Hawaii Benefit Administrators Inc — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Raymond James & Associates, Inc — Schedule C compensation
- Focus Investments — Schedule C compensation
- Milliman — Schedule C compensation
- Segal — Schedule C compensation
- Decarlo & Shanley — Schedule C compensation
- Shanley, A Professional Corporation — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Express Scripts — Schedule C compensation
- Miller Shea, Lllc — Schedule C compensation
- Law Office Of Jeffery P Miller — Schedule C compensation
- The Wagner Law Group — Schedule C compensation