Hawaii Carpenters New Retiree Medical Plan — Form 5500 plan (Hawaii Carpenters)
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, Hawaii Carpenters New Retiree Medical Plan is a benefit plan reported by Hawaii Carpenters under EIN 46-6977221 and plan number 502. The latest loaded filing year is 2023. The filing reports 492 participants and $142,319,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Carpenters
- EIN
- 46-6977221
- Plan number
- 502
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 492
- End-of-year plan assets
- $142,319,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 492 | H, C | 20240214135312NAL0015338976001 |
| 2023 | 598 | H, C | 20250616103840NAL0000419779002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $181,473,970
- Total liabilities (EOY)
- $366,054
- Net assets (EOY)
- $181,107,916
- Net assets (BOY)
- $151,052,616
Income & contributions
- Employer contributions
- $7,580,726
- Participant contributions
- $265,603
- Total contributions
- $7,846,329
- Total income / additions
- $32,381,002
Expenses & distributions
- Benefits paid
- $1,768,679
- Administrative expenses
- $557,023
- Total expenses
- $2,325,702
- Net increase / (decrease)
- $30,055,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Hawaiian Bank | NONE | $140,263 | $5,779 | 2023 |
| First Hawaii Bank | NONE | $117,386 | $1,347 | 2023 |
| Raymond James & Associates | NONE | $113,358 | not reported in the loaded dataset | 2023 |
| Hawaii Benefit Administrators Inc | NONE | $107,123 | not reported in the loaded dataset | 2023 |
| Hawaii Benefit Administrators Inc. | NONE | $92,536 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $89,473 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $59,681 | not reported in the loaded dataset | 2023 |
| Focus Investments | NONE | $50,754 | not reported in the loaded dataset | 2023 |
| Focus Investments | NONE | $31,642 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $16,825 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $15,942 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $14,555 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $11,667 | not reported in the loaded dataset | 2023 |
| Segal, Shanley, Miller Shea | not reported in the loaded dataset | $8,857 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Carpenters
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- First Hawaiian Bank — Schedule C compensation
- First Hawaii Bank — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Hawaii Benefit Administrators Inc — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Focus Investments — Schedule C compensation
- Milliman — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Segal, Shanley, Miller Shea — Schedule C compensation