Hawaii Iron Workers' Annuity Plan — Form 5500 plan (Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund)
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' Annuity Plan is a benefit plan reported by Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund under EIN 99-0176931 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,405 participants and $56,672,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund
- EIN
- 99-0176931
- Plan number
- 001
- Plan type
- 1
- Location
- Waipahu, HI
- Latest filing year
- 2023
- Participants
- 1,405
- End-of-year plan assets
- $56,672,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,405 | H, C | 20250513152408NAL0040943266003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,672,930
- Total liabilities (EOY)
- $352,268
- Net assets (EOY)
- $56,320,662
- Net assets (BOY)
- $52,367,513
Income & contributions
- Employer contributions
- $4,551,994
- Total contributions
- $4,551,994
- Total income / additions
- $9,390,912
Expenses & distributions
- Benefits paid
- $4,530,624
- Administrative expenses
- $907,139
- Total expenses
- $5,437,763
- Net increase / (decrease)
- $3,953,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Iron Workers Admin Office | ADMIN OFFICE | $429,549 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $66,037 | $0 | 2023 |
| Singerlewak Llp | NONE | $61,780 | not reported in the loaded dataset | 2023 |
| Oakhurst Capital Management LLC | NONE | $53,063 | not reported in the loaded dataset | 2023 |
| Affinity Investment Advisors | NONE | $45,895 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $37,750 | not reported in the loaded dataset | 2023 |
| Yamamoto Caliboso Hetherington | NONE | $31,251 | not reported in the loaded dataset | 2023 |
| Hudson Edge Investment Partners | NONE | $29,663 | $0 | 2023 |
| Ssi Investment Management, Inc. | NONE | $21,457 | $0 | 2023 |
| Bank Of Hawaii | NONE | $14,689 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $6,667 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Iron Workers' Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Waipahu, HI
- Hawaii Iron Workers Admin Office — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Singerlewak Llp — Schedule C compensation
- Oakhurst Capital Management LLC — Schedule C compensation
- Affinity Investment Advisors — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Yamamoto Caliboso Hetherington — Schedule C compensation
- Hudson Edge Investment Partners — Schedule C compensation
- Ssi Investment Management, Inc. — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Milliman, Inc. — Schedule C compensation