2023 Form 5500 filing — Hawaii Carpenters Health And Welfare
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 20241114121752NAL0030346688002) for Hawaii Carpenters Health And Welfare, reported by Hawaii Carpenters Health And Welfare under EIN 99-6014752 and plan number 501. It reports 4,209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114121752NAL0030346688002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Carpenters Health And Welfare
- EIN
- 99-6014752
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 4,209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,898,354
- Total liabilities (EOY)
- $8,457,430
- Net assets (EOY)
- $205,440,924
- Employer contributions
- $44,203,750
- Participant contributions
- $713,314
- Total income / additions
- $71,745,589
- Benefits paid
- $45,800,716
- Administrative expenses
- $2,741,869
- Total expenses
- $48,542,585
- Net increase / (decrease)
- $23,203,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Medical Service Assocation | NONE | $1,281,369 | not reported in the loaded dataset |
| Hawaii Medical Service Association | NONE | $1,109,206 | not reported in the loaded dataset |
| Hawaii Benefit Administrators Inc | NONE | $663,669 | not reported in the loaded dataset |
| Hawaii Benefit Administrators, Inc. | NONE | $573,313 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $154,844 | $10,450 |
| First Hawaiian Bank | NONE | $138,907 | $3,274 |
| Raymond James & Associates, Inc | NONE | $132,888 | not reported in the loaded dataset |
| Raymond James & Associates, Inc. | NONE | $125,071 | not reported in the loaded dataset |
| Focus Investments | NONE | $97,566 | not reported in the loaded dataset |
| Milliman | NONE | $96,000 | not reported in the loaded dataset |
| Milliman | NONE | $56,000 | $23,997 |
| Focus Investments | NONE | $72,179 | not reported in the loaded dataset |
| Segal | NONE | $36,394 | not reported in the loaded dataset |
| Decarlo & Shanley | NONE | $32,159 | not reported in the loaded dataset |
| Shanley, A Professional Corporation | NONE | $31,509 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $29,400 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $28,215 | not reported in the loaded dataset |
| Segal | not reported in the loaded dataset | $22,596 | not reported in the loaded dataset |
| Express Scripts | NONE | $17,611 | not reported in the loaded dataset |
| Miller Shea, Lllc | NONE | $13,531 | not reported in the loaded dataset |
| Express Scripts | NONE | $13,293 | not reported in the loaded dataset |
| Law Office Of Jeffery P Miller | NONE | $7,420 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $7,045 | not reported in the loaded dataset |