2023 Form 5500 filing — Masons Vacation 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 20241212124608NAL0009389363002) for Masons Vacation Plan, reported by Board Of Trustees Of Masons Vacation & Holiday Trust Fund under EIN 99-0174790 and plan number 501. It reports 1,212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212124608NAL0009389363002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Masons Vacation & Holiday Trust Fund
- EIN
- 99-0174790
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 1,212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,480,183
- Total liabilities (EOY)
- $6,813,150
- Net assets (EOY)
- $667,033
- Employer contributions
- $7,043,630
- Total income / additions
- $7,369,306
- Benefits paid
- $6,807,884
- Administrative expenses
- $211,317
- Total expenses
- $7,019,201
- Net increase / (decrease)
- $350,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Risk Management Services | ADMINISTRATIVE OFFICE | $133,122 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $19,410 | $0 |
| Yoshida & Associates | NONE | $18,463 | not reported in the loaded dataset |
| Masons And Plasterers Admin Office | NONE | $11,633 | $0 |
| Brown & Brown Insurance Service, In | NONE | $9,206 | not reported in the loaded dataset |