2023 Form 5500 filing — Local 665 I.A.T.S.E. 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 20250311220639NAL0011218723001) for Local 665 I.A.T.S.E. Health & Welfare Plan, reported by Local 665 I.A.T.S.E. Health & Welfare Plan under EIN 99-0228405 and plan number 501. It reports 445 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311220639NAL0011218723001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 665 I.A.T.S.E. Health & Welfare Plan
- EIN
- 99-0228405
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 445
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,483,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,483,552
- Employer contributions
- $4,907,729
- Participant contributions
- $52,387
- Total income / additions
- $5,887,425
- Benefits paid
- $4,950,129
- Administrative expenses
- $149,892
- Total expenses
- $5,100,021
- Net increase / (decrease)
- $787,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit & Risk Management Services | NONE | $64,642 | not reported in the loaded dataset |
| Wachi & Watanabe, Cpa, Inc. | NONE | $26,921 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $21,585 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $11,960 | not reported in the loaded dataset |
| Yee & Kawashima Lllp | NONE | $8,487 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $7,310 | not reported in the loaded dataset |