Voluntary Employees Beneficiary Trust — Form 5500 plan (Hsta Voluntary Employees' Beneficiary Association Trust)
Plain-English plan 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, Voluntary Employees Beneficiary Trust is a benefit plan reported by Hsta Voluntary Employees' Beneficiary Association Trust under EIN 23-7296050 and plan number 505. The latest loaded filing year is 2023. The filing reports 7,863 participants and $25,288,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hsta Voluntary Employees' Beneficiary Association Trust
- EIN
- 23-7296050
- Plan number
- 505
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 7,863
- End-of-year plan assets
- $25,288,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,863 | H, C | 20250604152503NAL0019480288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,288,273
- Total liabilities (EOY)
- $685,595
- Net assets (EOY)
- $24,602,678
- Net assets (BOY)
- $23,101,314
Income & contributions
- Participant contributions
- $5,148,995
- Total contributions
- $5,148,995
- Total income / additions
- $8,217,806
Expenses & distributions
- Benefits paid
- $5,788,939
- Administrative expenses
- $927,503
- Total expenses
- $6,716,442
- Net increase / (decrease)
- $1,501,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators, Inc. | NONE | $507,225 | $0 | 2023 |
| Service Printers Hawaii Inc | NONE | $73,851 | $0 | 2023 |
| Rael & Letson | NONE | $64,859 | $0 | 2023 |
| Morgan Stanley Company | NONE | $47,432 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $35,300 | $0 | 2023 |
| Char Sakamoto Ishii Lum & Ching | NONE | $28,329 | $0 | 2023 |
| Hamlin Capital Management | NONE | $25,928 | $0 | 2023 |
| Pacific Southwest Administrators | NONE | $25,464 | $0 | 2023 |
| Bank Of Hawaii | NONE | $17,739 | $0 | 2023 |
| Congress Asset Management Company | NONE | $6,053 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hsta Voluntary Employees' Beneficiary Association Trust
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Benefit Administrators, Inc. — Schedule C compensation
- Service Printers Hawaii Inc — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Morgan Stanley Company — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Char Sakamoto Ishii Lum & Ching — Schedule C compensation
- Hamlin Capital Management — Schedule C compensation
- Pacific Southwest Administrators — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Congress Asset Management Company — Schedule C compensation