Hawaii Electricians Annuity Plan — Form 5500 plan (Hawaii Electricians Annuity 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 Annuity Plan is a benefit plan reported by Hawaii Electricians Annuity Plan under EIN 99-6020486 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,082 participants and $450,479,567 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Electricians Annuity Plan
- EIN
- 99-6020486
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 4,082
- End-of-year plan assets
- $450,479,567
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,082 | H, C | 20250711151650NAL0006453009005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $450,479,567
- Total liabilities (EOY)
- $3,107,287
- Net assets (EOY)
- $447,372,280
- Net assets (BOY)
- $401,637,266
Income & contributions
- Employer contributions
- $17,567,281
- Total contributions
- $17,567,281
- Total income / additions
- $94,719,885
Expenses & distributions
- Benefits paid
- $46,272,714
- Administrative expenses
- $2,712,157
- Total expenses
- $48,984,871
- Net increase / (decrease)
- $45,735,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sierra Investment Partners, Inc | NONE | $458,680 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management LLC | NONE | $447,962 | $0 | 2023 |
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $418,356 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $254,102 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $166,407 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | PARTY IN INTEREST | $152,587 | $0 | 2023 |
| Focus Investment Advisors, Inc. | NONE | $144,563 | not reported in the loaded dataset | 2023 |
| Blacksand Capital Management, LLC | not reported in the loaded dataset | $142,991 | $0 | 2023 |
| Whitestar Advisors, LLC | not reported in the loaded dataset | $133,805 | not reported in the loaded dataset | 2023 |
| Three Peaks Capital Management, LLC | NONE | $90,580 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | NONE | $77,382 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management LLC | NONE | $59,120 | not reported in the loaded dataset | 2023 |
| Union Labor Life Insurance Company | NONE | $43,606 | $0 | 2023 |
| Hudson Edge Investment Partners Inc | NONE | $38,915 | $0 | 2023 |
| Honolulu Actuarial Consultants Inc. | NONE | $19,712 | not reported in the loaded dataset | 2023 |
| Affinity Investment Advisors | not reported in the loaded dataset | $13,080 | not reported in the loaded dataset | 2023 |
| C.M. Bidwell & Associates, Ltd. | NONE | $9,306 | $3,571 | 2023 |
| Yee & Kawashima, Lllp | NONE | $7,771 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $6,691 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Electricians Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Sierra Investment Partners, Inc — Schedule C compensation
- Ssi Investment Management LLC — Schedule C compensation
- Hawaii Electricians Admin Office — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Focus Investment Advisors, Inc. — Schedule C compensation
- Blacksand Capital Management, LLC — Schedule C compensation
- Whitestar Advisors, LLC — Schedule C compensation
- Three Peaks Capital Management, LLC — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Oakhurst Capital Management LLC — Schedule C compensation
- Union Labor Life Insurance Company — Schedule C compensation
- Hudson Edge Investment Partners Inc — Schedule C compensation
- Honolulu Actuarial Consultants Inc. — Schedule C compensation
- Affinity Investment Advisors — Schedule C compensation
- C.M. Bidwell & Associates, Ltd. — Schedule C compensation
- Yee & Kawashima, Lllp — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation