2023 Form 5500 filing — Hawaii Annuity Trust Fund For Operating Engineers
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 20250729145506NAL0001717091001) for Hawaii Annuity Trust Fund For Operating Engineers, reported by Board Of Trustees, Hawaii Operating Engineers under EIN 94-2959994 and plan number 004. It reports 3,476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250729145506NAL0001717091001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Hawaii Operating Engineers
- EIN
- 94-2959994
- Plan number
- 004
- Location
- Alameda, CA
- Participants
- 3,476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $165,058,363
- Total liabilities (EOY)
- $67,497
- Net assets (EOY)
- $164,990,866
- Employer contributions
- $10,179,493
- Total income / additions
- $36,170,094
- Benefits paid
- $15,024,002
- Administrative expenses
- $953,949
- Total expenses
- $15,977,951
- Net increase / (decrease)
- $20,192,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Hawaiian Bank | NONE | $175,137 | $0 |
| Sierra Investments | NONE | $146,303 | not reported in the loaded dataset |
| Ssi Investment Management LLC | NONE | $114,896 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $82,584 | not reported in the loaded dataset |
| Zenith American Solutions | NONE | $68,239 | not reported in the loaded dataset |
| Multi-Plan Services Agency, Inc. | NONE | $63,333 | not reported in the loaded dataset |
| Raymond James | NONE | $60,000 | not reported in the loaded dataset |
| Three Peaks | NONE | $45,835 | not reported in the loaded dataset |
| Mcmorgan And Co. | NONE | $43,986 | not reported in the loaded dataset |
| Saltzman And Johnson | NONE | $36,304 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $24,616 | not reported in the loaded dataset |
| The Segal Company | NONE | $13,116 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $7,039 |
| Cm Bidwell | NONE | $6,569 | not reported in the loaded dataset |