2023 Form 5500 filing — Hawaii Sheet Metal Workers Vacation
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 20241115211651NAL0001525217001) for Hawaii Sheet Metal Workers Vacation, reported by Hawaii Sheet Metal Workers Vacation & Holiday Fund under EIN 99-6009478 and plan number 502. It reports 652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115211651NAL0001525217001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Sheet Metal Workers Vacation & Holiday Fund
- EIN
- 99-6009478
- Plan number
- 502
- Location
- Honolulu, HI
- Participants
- 652
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,680,423
- Total liabilities (EOY)
- $15,818
- Net assets (EOY)
- $1,664,605
- Employer contributions
- $3,341,437
- Total income / additions
- $3,379,686
- Benefits paid
- $3,359,503
- Administrative expenses
- $158,864
- Total expenses
- $3,518,367
- Net increase / (decrease)
- -$138,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hsmw Admin Office | UNION MEMBER | $65,436 | not reported in the loaded dataset |
| Hsm Admin Office | NONE | $63,713 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $46,027 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $19,635 | not reported in the loaded dataset |
| Weinberg, Roger, & Rosenfeld | NONE | $17,825 | not reported in the loaded dataset |
| Desmond M. Kotake, Cpa | NONE | $11,704 | not reported in the loaded dataset |
| Yee & Kawashima | NONE | $9,345 | not reported in the loaded dataset |
| Beneseys | NONE | $9,217 | not reported in the loaded dataset |
| Benesys | NONE | $9,217 | not reported in the loaded dataset |