2023 Form 5500 filing — Hawaii Tapers Retiree Health Reimbursement 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 20241011135119NAL0012557779003) for Hawaii Tapers Retiree Health Reimbursement Fund, reported by Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund under EIN 81-3361137 and plan number 501. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135119NAL0012557779003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund
- EIN
- 81-3361137
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,366,344
- Net assets (EOY)
- $8,366,344
- Employer contributions
- $1,566,649
- Total income / additions
- $1,781,952
- Benefits paid
- $8,521
- Administrative expenses
- $60,964
- Total expenses
- $69,485
- Net increase / (decrease)
- $1,712,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Group Plan Administrators, Inc. | NONE | $31,414 | not reported in the loaded dataset |
| Lemke, Chinen, & Tanaka Cpa Inc. | NONE | $10,995 | not reported in the loaded dataset |