Hawaii Tapers Health And Welfare Plan — Form 5500 plan (Board Of Trustees Of Hawaii Tapers 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 Tapers Health And Welfare Plan is a benefit plan reported by Board Of Trustees Of Hawaii Tapers Health And Welfare Plan under EIN 99-0213908 and plan number 501. The latest loaded filing year is 2023. The filing reports 272 participants and $13,615,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Tapers Health And Welfare Plan
- EIN
- 99-0213908
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $13,615,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241011135627NAL0021986225005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,615,609
- Total liabilities (EOY)
- $520,425
- Net assets (EOY)
- $13,095,184
- Net assets (BOY)
- $11,449,261
Income & contributions
- Employer contributions
- $4,533,352
- Participant contributions
- $53,670
- Total contributions
- $4,587,022
- Total income / additions
- $5,525,009
Expenses & distributions
- Benefits paid
- $3,739,039
- Administrative expenses
- $140,047
- Total expenses
- $3,879,086
- Net increase / (decrease)
- $1,645,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators | NONE | $81,878 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka, C.P.A., Inc | NONE | $19,215 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $17,375 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $7,469 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Tapers Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Group Plan Administrators — Schedule C compensation
- Lemke, Chinen & Tanaka, C.P.A., Inc — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation