2023 Form 5500 filing — Hawaii Laborers' Annuity Fund
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 20250616170648NAL0001059521001) for Hawaii Laborers' Annuity Fund, reported by Hawaii Laborers' Annuity Fund under EIN 99-0322478 and plan number 001. It reports 2,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616170648NAL0001059521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Laborers' Annuity Fund
- EIN
- 99-0322478
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 2,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $302,429,621
- Net assets (EOY)
- $302,429,621
- Employer contributions
- $14,106,043
- Total income / additions
- $50,952,772
- Benefits paid
- $23,685,335
- Administrative expenses
- $1,787,982
- Total expenses
- $25,473,317
- Net increase / (decrease)
- $25,479,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pacific Administrators | NONE | $593,213 | not reported in the loaded dataset |
| Atlanta Capital | NONE | $209,467 | $1,384 |
| Raymond James | NONE | $194,374 | not reported in the loaded dataset |
| First Hawaiian Bank | NONE | $141,369 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $109,320 | not reported in the loaded dataset |
| Washington Capital Management, Inc. | NONE | $106,301 | not reported in the loaded dataset |
| Focus Investment Advisor | NONE | $104,837 | not reported in the loaded dataset |
| Sustainable Growth Advisors | NONE | $77,446 | $192 |
| Yoshida & Associates | NONE | $51,610 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $26,391 | not reported in the loaded dataset |
| Honolulu Actuarial Consultants | NONE | $24,476 | not reported in the loaded dataset |
| Weinberg, Roger & Rosenfeld | NONE | $17,775 | not reported in the loaded dataset |
| Victory Capital (Munder) | NONE | $13,053 | $0 |
| Stephen Horn Insurance Services | NONE | $0 | $9,613 |