2023 Form 5500 filing — Hawaii Sheet Metal Workers Annuity Profit Sharing
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 20250129151859NAL0025662720002) for Hawaii Sheet Metal Workers Annuity Profit Sharing, reported by Hawaii Sheet Metal Workers Annuity Profit Sharing Fund under EIN 99-6027785 and plan number 003. It reports 665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129151859NAL0025662720002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Sheet Metal Workers Annuity Profit Sharing Fund
- EIN
- 99-6027785
- Plan number
- 003
- Location
- Honolulu, HI
- Participants
- 665
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,342,276
- Total liabilities (EOY)
- $461,471
- Net assets (EOY)
- $107,880,805
- Employer contributions
- $3,343,991
- Total income / additions
- $12,049,764
- Benefits paid
- $11,140,825
- Administrative expenses
- $866,853
- Total expenses
- $12,007,678
- Net increase / (decrease)
- $42,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eide Bailly, Llp | NONE | $170,299 | not reported in the loaded dataset |
| Hawaii Sheet Metal Admin Office | NONE | $127,426 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $69,038 | $0 |
| Lotsoff | NONE | $67,629 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $67,235 | not reported in the loaded dataset |
| Boston Partners | NONE | $47,507 | not reported in the loaded dataset |
| Saltzman & Johnson | NONE | $43,258 | not reported in the loaded dataset |
| Lazard | NONE | $36,463 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $35,504 | $0 |
| Stonebridge | NONE | $32,983 | not reported in the loaded dataset |
| Segal Company | NONE | $30,161 | not reported in the loaded dataset |
| Miller Howard | NONE | $11,362 | not reported in the loaded dataset |
| Brown Advisory | not reported in the loaded dataset | $10,128 | $0 |
| Loomis Sayles | NONE | $8,049 | not reported in the loaded dataset |
| Weinberg, Roger, And Rosenfeld | NONE | $7,645 | not reported in the loaded dataset |
| Jp Morgan | not reported in the loaded dataset | $7,329 | not reported in the loaded dataset |
| Benesys | NONE | $6,913 | not reported in the loaded dataset |