2023 Form 5500 filing — Hawaii Sheet Metal Workers Health & Welfare Trust
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 20250129180511NAL0025921024002) for Hawaii Sheet Metal Workers Health & Welfare Trust, reported by Hawaii Sheet Metal Workers Health & Welfare Trust Fund under EIN 99-6006418 and plan number 501. It reports 837 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129180511NAL0025921024002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Sheet Metal Workers Health & Welfare Trust Fund
- EIN
- 99-6006418
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 837
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,927,256
- Total liabilities (EOY)
- $3,188,014
- Net assets (EOY)
- $85,739,242
- Employer contributions
- $8,160,293
- Participant contributions
- $1,185,283
- Total income / additions
- $15,703,795
- Benefits paid
- $7,783,126
- Administrative expenses
- $944,650
- Total expenses
- $8,727,776
- Net increase / (decrease)
- $6,976,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hsmw Admin Office | NONE | $204,595 | not reported in the loaded dataset |
| The Segal Company | NONE | $121,892 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $116,590 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $108,770 | not reported in the loaded dataset |
| Miller Howard | NONE | $73,939 | not reported in the loaded dataset |
| Affinity Investment Group | NONE | $52,476 | not reported in the loaded dataset |
| Stonebridge Advisors | NONE | $47,334 | not reported in the loaded dataset |
| Saltzman & Johnson Law Corp | NONE | $38,170 | not reported in the loaded dataset |
| Bank Of Hawaii | NONE | $28,561 | not reported in the loaded dataset |
| Brown Advisory LLC | NONE | $6,738 | $14,237 |
| Withum Smith And Brown | NONE | $18,819 | not reported in the loaded dataset |
| Benesys | NONE | $18,434 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $17,890 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $12,575 | not reported in the loaded dataset |
| Jpmorgan Investment Mgmt | NONE | $8,133 | not reported in the loaded dataset |
| Weinberg, Roger, & Rosenfeld | NONE | $7,636 | not reported in the loaded dataset |