2023 Form 5500 filing — Hawaii Electricians Vacation And Holiday 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 20250711151650NAL0006453009004) for Hawaii Electricians Vacation And Holiday Plan, reported by Board Of Trustees Of Hawaii Electricians Vacation And Holiday Plan under EIN 99-6015951 and plan number 501. It reports 1,859 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711151650NAL0006453009004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Hawaii Electricians Vacation And Holiday Plan
- EIN
- 99-6015951
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 1,859
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,765,369
- Total liabilities (EOY)
- $470,938
- Net assets (EOY)
- $20,294,431
- Employer contributions
- $16,089,533
- Total income / additions
- $17,138,854
- Benefits paid
- $14,076,756
- Administrative expenses
- $183,702
- Total expenses
- $14,260,458
- Net increase / (decrease)
- $2,878,396
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Electricians Admin Office | ADMIN OFFICE | $109,672 | not reported in the loaded dataset |
| Singerlewak Llp | AUDITOR | $28,586 | not reported in the loaded dataset |
| Raymond James & Associates | INVESTMENT MONITOR | $9,625 | not reported in the loaded dataset |
| Oakhurst Capital Management | INVESTMENT MANAGER | $6,488 | not reported in the loaded dataset |