2023 Form 5500 filing — Hotel Union And Hotel Industry Of Hawaii 401(K) Retirement Savings 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 20241011150719NAL0023036289005) for Hotel Union And Hotel Industry Of Hawaii 401(K) Retirement Savings Plan, reported by Hotel 401(K) Retirement Savings Plan under EIN 99-0292187 and plan number 002. It reports 7,064 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150719NAL0023036289005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hotel 401(K) Retirement Savings Plan
- EIN
- 99-0292187
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 7,064
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,251,845
- Net assets (EOY)
- $149,251,845
- Participant contributions
- $12,225,081
- Total income / additions
- $31,816,046
- Benefits paid
- $10,366,997
- Administrative expenses
- $403,977
- Total expenses
- $10,770,974
- Net increase / (decrease)
- $21,045,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Group Plan Administrators, Inc. | NONE | $124,869 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $87,546 | $0 |
| Lemke, Chinen & Tanaka, Cpa | NONE | $46,596 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $25,000 | not reported in the loaded dataset |
| U.N.I.T.E. H.E.R.E. Local 5 | EMPLOYEE ORGANIZATION | $22,846 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $10,069 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $7,450 |