2023 Form 5500 filing — Masons Health & Welfare 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 20241212124608NAL0009389363003) for Masons Health & Welfare Plan, reported by Board Of Trustees Of Masons Health & Welfare Trust Fund under EIN 99-6014747 and plan number 501. It reports 1,225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241212124608NAL0009389363003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Masons Health & Welfare Trust Fund
- EIN
- 99-6014747
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 1,225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,589,865
- Total liabilities (EOY)
- $224,231
- Net assets (EOY)
- $13,365,634
- Employer contributions
- $14,273,910
- Participant contributions
- $844,002
- Total income / additions
- $15,483,874
- Benefits paid
- $14,276,447
- Administrative expenses
- $1,048,180
- Total expenses
- $15,324,627
- Net increase / (decrease)
- $159,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit & Risk Management Services | NONE | $373,474 | not reported in the loaded dataset |
| National Benefits Administrators | NONE | $287,272 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $88,621 | not reported in the loaded dataset |
| Yoshida & Associates | NONE | $50,644 | not reported in the loaded dataset |
| Lemke, Chinen & Tanaka Cpa, Inc | NONE | $46,178 | not reported in the loaded dataset |
| Masons And Plasterers Admin Office | NONE | $27,347 | not reported in the loaded dataset |
| Oakhurst Capital Management | NONE | $15,865 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $15,568 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $13,866 | $0 |
| Raymond James & Associates | INVESTMENT CONSULTANT | $12,498 | not reported in the loaded dataset |
| Ssi Investment Management | NONE | $9,220 | $0 |