2023 Form 5500 filing — Hawaii Electricians Annuity 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 20250711151650NAL0006453009005) for Hawaii Electricians Annuity Plan, reported by Hawaii Electricians Annuity Plan under EIN 99-6020486 and plan number 001. It reports 4,082 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711151650NAL0006453009005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Electricians Annuity Plan
- EIN
- 99-6020486
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 4,082
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $450,479,567
- Total liabilities (EOY)
- $3,107,287
- Net assets (EOY)
- $447,372,280
- Employer contributions
- $17,567,281
- Total income / additions
- $94,719,885
- Benefits paid
- $46,272,714
- Administrative expenses
- $2,712,157
- Total expenses
- $48,984,871
- Net increase / (decrease)
- $45,735,014
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sierra Investment Partners, Inc | NONE | $458,680 | not reported in the loaded dataset |
| Ssi Investment Management LLC | NONE | $447,962 | $0 |
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $418,356 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $254,102 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $166,407 | not reported in the loaded dataset |
| First Hawaiian Bank | PARTY IN INTEREST | $152,587 | $0 |
| Focus Investment Advisors, Inc. | NONE | $144,563 | not reported in the loaded dataset |
| Blacksand Capital Management, LLC | not reported in the loaded dataset | $142,991 | $0 |
| Whitestar Advisors, LLC | not reported in the loaded dataset | $133,805 | not reported in the loaded dataset |
| Three Peaks Capital Management, LLC | NONE | $90,580 | not reported in the loaded dataset |
| Singerlewak Llp | NONE | $77,382 | not reported in the loaded dataset |
| Oakhurst Capital Management LLC | NONE | $59,120 | not reported in the loaded dataset |
| Union Labor Life Insurance Company | NONE | $43,606 | $0 |
| Hudson Edge Investment Partners Inc | NONE | $38,915 | $0 |
| Honolulu Actuarial Consultants Inc. | NONE | $19,712 | not reported in the loaded dataset |
| Affinity Investment Advisors | not reported in the loaded dataset | $13,080 | not reported in the loaded dataset |
| C.M. Bidwell & Associates, Ltd. | NONE | $9,306 | $3,571 |
| Yee & Kawashima, Lllp | NONE | $7,771 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $6,691 | $0 |