2023 Form 5500 filing — Hawaii Electricians Health And 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 20250711214434NAL0004488387001) for Hawaii Electricians Health And Welfare Plan, reported by Hawaii Electricians Health And Welfare Fund under EIN 99-0104618 and plan number 501. It reports 1,819 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711214434NAL0004488387001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hawaii Electricians Health And Welfare Fund
- EIN
- 99-0104618
- Plan number
- 501
- Location
- Honolulu, HI
- Participants
- 1,819
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,045,464
- Total liabilities (EOY)
- $4,344,926
- Net assets (EOY)
- $95,700,538
- Employer contributions
- $23,428,976
- Participant contributions
- $1,074,275
- Total income / additions
- $39,308,009
- Benefits paid
- $28,783,181
- Administrative expenses
- $2,352,494
- Total expenses
- $31,135,675
- Net increase / (decrease)
- $8,172,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hawaii Electricians Admin Office | ADMINISTRATIVE OFFICE | $719,160 | not reported in the loaded dataset |
| Hawaii Western Management Group | NONE | $606,162 | not reported in the loaded dataset |
| The Segal Company | NONE | $208,460 | not reported in the loaded dataset |
| Hawaii Dental Service | NONE | $170,712 | not reported in the loaded dataset |
| Sierra Investment Partners, Inc. | NONE | $84,674 | not reported in the loaded dataset |
| Ssi Investment Management | NONE | $77,600 | $0 |
| Singerlewak Llp | NONE | $66,869 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $55,338 | not reported in the loaded dataset |
| First Hawaiian Bank | PARTY IN INTEREST | $41,684 | $0 |
| Vision Service Plan | NONE | $38,730 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $38,714 | not reported in the loaded dataset |
| Focus Investment Advisors | NONE | $34,817 | not reported in the loaded dataset |
| Central Pacific Bank | NONE | $34,781 | not reported in the loaded dataset |
| Oakhurst Capital Management | NONE | $22,789 | not reported in the loaded dataset |
| Yee & Kawashima Lllp | NONE | $11,100 | not reported in the loaded dataset |
| Hudson Edge Investment Partners | NONE | $8,023 | $0 |