Hawaii Iron Workers' Health And Welfare Plan — Form 5500 plan (Hawaii Iron Workers' Health And Welfare Plan)
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 Iron Workers' Health And Welfare Plan is a benefit plan reported by Hawaii Iron Workers' Health And Welfare Plan under EIN 99-0166475 and plan number 501. The latest loaded filing year is 2023. The filing reports 663 participants and $25,977,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Iron Workers' Health And Welfare Plan
- EIN
- 99-0166475
- Plan number
- 501
- Plan type
- 1
- Location
- Waipahu, HI
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $25,977,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20250513152408NAL0040943266002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,977,564
- Total liabilities (EOY)
- $1,548,077
- Net assets (EOY)
- $24,429,487
- Net assets (BOY)
- $19,404,392
Income & contributions
- Employer contributions
- $12,201,955
- Participant contributions
- $260,804
- Total contributions
- $12,462,759
- Total income / additions
- $13,955,819
Expenses & distributions
- Benefits paid
- $8,540,029
- Administrative expenses
- $390,695
- Total expenses
- $8,930,724
- Net increase / (decrease)
- $5,025,095
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hi Iron Workers Admin. Office | ADMIN OFFICE | $148,223 | not reported in the loaded dataset | 2023 |
| Singerlewak Llp | NONE | $61,780 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $48,750 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $20,827 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $20,068 | $0 | 2023 |
| Yamamoto Caliboso Hetherington | NONE | $16,131 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $13,476 | not reported in the loaded dataset | 2023 |
| Boyd Watterson | NONE | $10,495 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Iron Workers' Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Waipahu, HI
- Hi Iron Workers Admin. Office — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Raymond James — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Yamamoto Caliboso Hetherington — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Boyd Watterson — Schedule C compensation