2023 Form 5500 filing — Hawaii Glaziers Annuity Trust Fund

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 20241008230009NAL0036221554001) for Hawaii Glaziers Annuity Trust Fund, reported by Board Of Trustees Of Hawaii Glaziers Annuity Trust Fund under EIN 99-0229952 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008230009NAL0036221554001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of Hawaii Glaziers Annuity Trust Fund
EIN
99-0229952
Plan number
001
Location
Alameda, CA
Participants
444
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$30,698,492
Total liabilities (EOY)
$0
Net assets (EOY)
$30,698,492
Employer contributions
$3,221,552
Total income / additions
$7,062,574
Benefits paid
$1,741,485
Administrative expenses
$192,068
Total expenses
$1,933,553
Net increase / (decrease)
$5,129,021
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ckw Financial GroupNONE$52,573not reported in the loaded dataset
Group Plan AdministratorsNONE$39,204not reported in the loaded dataset
The Segal CompanyNONE$30,398not reported in the loaded dataset
First Hawaiian BankNONE$19,980not reported in the loaded dataset
Mc Group Hawaii, Inc.NONE$13,089not reported in the loaded dataset
Yoshida & AssociatesNONE$12,494not reported in the loaded dataset
Washington CapitalNONE$762not reported in the loaded dataset

Related Form 5500 pages