Hawaii Electricians Vacation And Holiday Plan — Form 5500 plan (Board Of Trustees Of Hawaii Electricians Vacation And Holiday Plan)
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 Electricians Vacation And Holiday Plan is a benefit plan reported by Board Of Trustees Of Hawaii Electricians Vacation And Holiday Plan under EIN 99-6015951 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,859 participants and $20,765,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Electricians Vacation And Holiday Plan
- EIN
- 99-6015951
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,859
- End-of-year plan assets
- $20,765,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,859 | H, C | 20250711151650NAL0006453009004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,765,369
- Total liabilities (EOY)
- $470,938
- Net assets (EOY)
- $20,294,431
- Net assets (BOY)
- $17,416,035
Income & contributions
- Employer contributions
- $16,089,533
- Total contributions
- $16,089,533
- Total income / additions
- $17,138,854
Expenses & distributions
- Benefits paid
- $14,076,756
- Administrative expenses
- $183,702
- Total expenses
- $14,260,458
- Net increase / (decrease)
- $2,878,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Electricians Admin Office | ADMIN OFFICE | $109,672 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | AUDITOR | $28,586 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | INVESTMENT MONITOR | $9,625 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management | INVESTMENT MANAGER | $6,488 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Electricians Vacation And Holiday Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Electricians Admin Office — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Oakhurst Capital Management — Schedule C compensation