Hawaii Annuity Trust Fund For Operating Engineers — Form 5500 plan (Board Of Trustees, Hawaii Operating Engineers)
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 Annuity Trust Fund For Operating Engineers is a benefit plan reported by Board Of Trustees, Hawaii Operating Engineers under EIN 94-2959994 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,476 participants and $165,058,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Hawaii Operating Engineers
- EIN
- 94-2959994
- Plan number
- 004
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 3,476
- End-of-year plan assets
- $165,058,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,476 | H, C | 20250729145506NAL0001717091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $165,058,363
- Total liabilities (EOY)
- $67,497
- Net assets (EOY)
- $164,990,866
- Net assets (BOY)
- $144,798,723
Income & contributions
- Employer contributions
- $10,179,493
- Total contributions
- $10,179,493
- Total income / additions
- $36,170,094
Expenses & distributions
- Benefits paid
- $15,024,002
- Administrative expenses
- $953,949
- Total expenses
- $15,977,951
- Net increase / (decrease)
- $20,192,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Hawaiian Bank | NONE | $175,137 | $0 | 2023 |
| Sierra Investments | NONE | $146,303 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management LLC | NONE | $114,896 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | NONE | $82,584 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions | NONE | $68,239 | not reported in the loaded dataset | 2023 |
| Multi-Plan Services Agency, Inc. | NONE | $63,333 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Three Peaks | NONE | $45,835 | not reported in the loaded dataset | 2023 |
| Mcmorgan And Co. | NONE | $43,986 | not reported in the loaded dataset | 2023 |
| Saltzman And Johnson | NONE | $36,304 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $24,616 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $13,116 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $7,039 | 2023 |
| Cm Bidwell | NONE | $6,569 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Hawaii Operating Engineers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- First Hawaiian Bank — Schedule C compensation
- Sierra Investments — Schedule C compensation
- Ssi Investment Management LLC — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Zenith American Solutions — Schedule C compensation
- Multi-Plan Services Agency, Inc. — Schedule C compensation
- Raymond James — Schedule C compensation
- Three Peaks — Schedule C compensation
- Mcmorgan And Co. — Schedule C compensation
- Saltzman And Johnson — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- Cm Bidwell — Schedule C compensation