Hawaii Sheet Metal Workers Vacation & Holiday Fund — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Sheet Metal Workers Vacation & Holiday Fund (EIN 99-6009478) is a plan sponsor located in Honolulu, HI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
99-6009478
Location
Honolulu, HI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,544,252
Total reported liabilities (EOY)
$15,818
Total reported net assets (EOY)
$1,664,605

Contributions & income

Employer contributions
$3,341,437
Total income / additions
$3,379,686

Expenses & distributions

Benefits paid / distributions
$3,359,503
Total expenses
$3,518,367
Net increase / (decrease)
-$138,681

Coverage

Total reported participants
652
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Hawaii Sheet Metal Workers Vacation & Holiday Fund plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Hawaii Sheet Metal Workers Vacation502652$2,544,2522023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Hawaii Sheet Metal Workers Vacation & Holiday Fund
YearPlanParticipantsSchedulesFiling
2023Hawaii Sheet Metal Workers Vacation652H, C20241115211651NAL0001525217001
2023Hawaii Sheet Metal Workers Vacation & Holiday Fund507H, C20250724174347NAL0002957251001

Related Form 5500 pages