2023 Form 5500 filing — Voluntary Employees Beneficiary 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 20250604152503NAL0019480288001) for Voluntary Employees Beneficiary Trust, reported by Hsta Voluntary Employees' Beneficiary Association Trust under EIN 23-7296050 and plan number 505. It reports 7,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250604152503NAL0019480288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hsta Voluntary Employees' Beneficiary Association Trust
- EIN
- 23-7296050
- Plan number
- 505
- Location
- Honolulu, HI
- Participants
- 7,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,288,273
- Total liabilities (EOY)
- $685,595
- Net assets (EOY)
- $24,602,678
- Participant contributions
- $5,148,995
- Total income / additions
- $8,217,806
- Benefits paid
- $5,788,939
- Administrative expenses
- $927,503
- Total expenses
- $6,716,442
- Net increase / (decrease)
- $1,501,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Benefit Administrators, Inc. | NONE | $507,225 | $0 |
| Service Printers Hawaii Inc | NONE | $73,851 | $0 |
| Rael & Letson | NONE | $64,859 | $0 |
| Morgan Stanley Company | NONE | $47,432 | $0 |
| Miller Kaplan Arase Llp | NONE | $35,300 | $0 |
| Char Sakamoto Ishii Lum & Ching | NONE | $28,329 | $0 |
| Hamlin Capital Management | NONE | $25,928 | $0 |
| Pacific Southwest Administrators | NONE | $25,464 | $0 |
| Bank Of Hawaii | NONE | $17,739 | $0 |
| Congress Asset Management Company | NONE | $6,053 | $0 |