2023 Form 5500 filing — Hawaii Carpenters New Retiree Medical Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240214135312NAL0015338976001) for Hawaii Carpenters New Retiree Medical Plan, reported by Hawaii Carpenters under EIN 46-6977221 and plan number 502. It reports 492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240214135312NAL0015338976001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Carpenters
- EIN
- 46-6977221
- Plan number
- 502
- Location
- Honolulu, HI
- Participants
- 492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $181,473,970
- Total liabilities (EOY)
- $366,054
- Net assets (EOY)
- $181,107,916
- Employer contributions
- $7,580,726
- Participant contributions
- $265,603
- Total income / additions
- $32,381,002
- Benefits paid
- $1,768,679
- Administrative expenses
- $557,023
- Total expenses
- $2,325,702
- Net increase / (decrease)
- $30,055,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Hawaiian Bank | NONE | $140,263 | $5,779 |
| First Hawaii Bank | NONE | $117,386 | $1,347 |
| Raymond James & Associates | NONE | $113,358 | not reported in the loaded dataset |
| Hawaii Benefit Administrators Inc | NONE | $107,123 | not reported in the loaded dataset |
| Hawaii Benefit Administrators Inc. | NONE | $92,536 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $89,473 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $59,681 | not reported in the loaded dataset |
| Focus Investments | NONE | $50,754 | not reported in the loaded dataset |
| Focus Investments | NONE | $31,642 | not reported in the loaded dataset |
| Milliman | NONE | $20,000 | not reported in the loaded dataset |
| Eide Bailly, Llp | NONE | $16,825 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $15,942 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $14,555 | not reported in the loaded dataset |
| Milliman | NONE | $11,667 | not reported in the loaded dataset |
| Segal, Shanley, Miller Shea | not reported in the loaded dataset | $8,857 | not reported in the loaded dataset |