Hawaii Electricians Supplementary Unemployment Benefit Plan — Form 5500 plan (Board Of Trustees Of Hawaii Electricians Supplementary Unemployment Be)
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 Electricians Supplementary Unemployment Benefit Plan is a benefit plan reported by Board Of Trustees Of Hawaii Electricians Supplementary Unemployment Be under EIN 99-0163846 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,764 participants and $25,632,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Electricians Supplementary Unemployment Be
- EIN
- 99-0163846
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,764
- End-of-year plan assets
- $25,632,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,764 | H, C | 20250711151650NAL0006453009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,632,215
- Total liabilities (EOY)
- $23,982
- Net assets (EOY)
- $25,608,233
- Net assets (BOY)
- $21,507,976
Income & contributions
- Employer contributions
- $5,425,444
- Total contributions
- $5,425,444
- Total income / additions
- $7,976,804
Expenses & distributions
- Benefits paid
- $3,504,909
- Administrative expenses
- $371,638
- Total expenses
- $3,876,547
- Net increase / (decrease)
- $4,100,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Electricians Admin Office | ADMINISTRATOR | $225,727 | not reported in the loaded dataset | 2023 |
| Ssi Investment Management | NONE | $51,634 | $0 | 2023 |
| Singerlewak, Llp | NONE | $25,885 | not reported in the loaded dataset | 2023 |
| Raymond James And Associates | NONE | $14,029 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank - Trust Div | NONE | $10,596 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisors, Inc. | NONE | $9,649 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management | NONE | $7,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Electricians Supplementary Unemployment Be
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Electricians Admin Office — Schedule C compensation
- Ssi Investment Management — Schedule C compensation
- Singerlewak, Llp — Schedule C compensation
- Raymond James And Associates — Schedule C compensation
- Central Pacific Bank - Trust Div — Schedule C compensation
- Focus Investment Advisors, Inc. — Schedule C compensation
- Oakhurst Capital Management — Schedule C compensation