2023 Form 5500 filing — Hawaii Carpenters Vacation & Holiday 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 20241113115220NAL0028346848001) for Hawaii Carpenters Vacation & Holiday Fund, reported by Hawaii Carpenters Vacation & Holiday under EIN 99-6025504 and plan number 501. It reports 4,568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241113115220NAL0028346848001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Carpenters Vacation & Holiday
- EIN
- 99-6025504
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 4,568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,960,161
- Net assets (EOY)
- $14,960,161
- Employer contributions
- $26,846,122
- Participant contributions
- $397,414
- Total income / additions
- $27,948,926
- Benefits paid
- $25,784,256
- Administrative expenses
- $356,561
- Total expenses
- $26,140,817
- Net increase / (decrease)
- $1,808,109
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators Inc | NONE | $260,119 | not reported in the loaded dataset |
| Hawaii Benefit Administrators Inc | SALARIES ADMINISTRATOR | $224,700 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $17,760 | not reported in the loaded dataset |
| Eide Bailly | NONE | $14,212 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $8,421 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $7,467 | not reported in the loaded dataset |
| Segal | NONE | $6,656 | not reported in the loaded dataset |
| Law Office Of Jeffery Miller | NONE | $5,328 | not reported in the loaded dataset |