Hawaii Health & Welfare Trust Fund For Operating Engineers — Form 5500 plan (Hawaii Health & Welfare Trust Fund For 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 Health & Welfare Trust Fund For Operating Engineers is a benefit plan reported by Hawaii Health & Welfare Trust Fund For Operating Engineers under EIN 94-6182984 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,587 participants and $66,813,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Health & Welfare Trust Fund For Operating Engineers
- EIN
- 94-6182984
- Plan number
- 501
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 1,587
- End-of-year plan assets
- $66,813,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,587 | H, C | 20241015135507NAL0016542099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $66,813,376
- Total liabilities (EOY)
- $27,259,516
- Net assets (EOY)
- $39,553,860
- Net assets (BOY)
- $37,989,030
Income & contributions
- Employer contributions
- $28,037,681
- Participant contributions
- $87,837
- Total contributions
- $28,125,518
- Total income / additions
- $31,239,153
Expenses & distributions
- Benefits paid
- $27,788,101
- Administrative expenses
- $1,886,222
- Total expenses
- $29,674,323
- Net increase / (decrease)
- $1,564,830
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Medical Service Association | NONE | $923,783 | not reported in the loaded dataset | 2023 |
| Zenith American Solutions Inc. | NONE | $240,932 | not reported in the loaded dataset | 2023 |
| Multi-Plan Services Agency Inc. | NONE | $114,039 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $96,819 | $3,218 | 2023 |
| The Segal Company | NONE | $91,609 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $56,675 | not reported in the loaded dataset | 2023 |
| Mcmorgan & Company | NONE | $45,167 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Mgmt | NONE | $44,220 | not reported in the loaded dataset | 2023 |
| Pharmacy Benefit Solutions Inc | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $29,055 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $26,800 | $817 | 2023 |
| Raymond James | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Assistance Recovery Program | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Mailrite Print & Mail Inc | NONE | $5,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Health & Welfare Trust Fund For Operating Engineers
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Hawaii Medical Service Association — Schedule C compensation
- Zenith American Solutions Inc. — Schedule C compensation
- Multi-Plan Services Agency Inc. — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- The Segal Company — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Mcmorgan & Company — Schedule C compensation
- Oakhurst Capital Mgmt — Schedule C compensation
- Pharmacy Benefit Solutions Inc — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Raymond James — Schedule C compensation
- Assistance Recovery Program — Schedule C compensation
- Mailrite Print & Mail Inc — Schedule C compensation