2023 Form 5500 filing — Hawaii Carpenters 401(K) Fd
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 20241015190840NAL0057802770004) for Hawaii Carpenters 401(K) Fd, reported by Hawaii Carpenters 401(K) Fund under EIN 55-0822045 and plan number 004. It reports 6,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015190840NAL0057802770004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Carpenters 401(K) Fund
- EIN
- 55-0822045
- Plan number
- 004
- Location
- Honolulu, HI
- Participants
- 6,309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $235,148,504
- Total liabilities (EOY)
- $33,045
- Net assets (EOY)
- $235,115,459
- Employer contributions
- $17,384,390
- Total income / additions
- $44,506,559
- Benefits paid
- $13,241,722
- Administrative expenses
- $631,297
- Total expenses
- $13,873,019
- Net increase / (decrease)
- $30,633,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators, Inc | NONE | $308,090 | not reported in the loaded dataset |
| Raymond James & Associates, Inc | NONE | $147,449 | not reported in the loaded dataset |
| Shanley A Professional Corp | NONE | $37,969 | not reported in the loaded dataset |
| The Segal Company | NONE | $29,543 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $12,270 | $977 |