2023 Form 5500 filing — Hawaii Teamsters 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 20250611130806NAL0013991651001) for Hawaii Teamsters Health & Welfare Plan, reported by Board Of Trustees Of Hawaii Teamsters Health & Welfare Plan under EIN 99-6009135 and plan number 501. It reports 2,960 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611130806NAL0013991651001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Teamsters Health & Welfare Plan
- EIN
- 99-6009135
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 2,960
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,747,086
- Total liabilities (EOY)
- $2,087,200
- Net assets (EOY)
- $42,659,886
- Employer contributions
- $47,636,609
- Participant contributions
- $1,364,751
- Total income / additions
- $50,771,387
- Benefits paid
- $42,517,979
- Administrative expenses
- $980,375
- Total expenses
- $43,498,354
- Net increase / (decrease)
- $7,273,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Risk Management Services | NONE | $325,267 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $119,525 | not reported in the loaded dataset |
| Express Scripts Inc | not reported in the loaded dataset | $107,488 | not reported in the loaded dataset |
| Benefit Plan Solutions Inc | NONE | $102,306 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $61,687 | $0 |
| Singerlewak, Llp | NONE | $49,811 | not reported in the loaded dataset |
| Chiroplan Hawaii, Inc | NONE | $48,638 | not reported in the loaded dataset |
| Cades Shutte Llp | NONE | $44,471 | not reported in the loaded dataset |
| Yee And Kawashima Lllp | NONE | $32,945 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $5,000 | not reported in the loaded dataset |