Local 665 I.A.T.S.E. Health & Welfare Plan — Form 5500 plan (Local 665 I.A.T.S.E. Health & 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, Local 665 I.A.T.S.E. Health & Welfare Plan is a benefit plan reported by Local 665 I.A.T.S.E. Health & Welfare Plan under EIN 99-0228405 and plan number 501. The latest loaded filing year is 2023. The filing reports 445 participants and $20,483,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 665 I.A.T.S.E. Health & Welfare Plan
- EIN
- 99-0228405
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 445
- End-of-year plan assets
- $20,483,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 445 | H, C | 20250311220639NAL0011218723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,483,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,483,552
- Net assets (BOY)
- $19,696,148
Income & contributions
- Employer contributions
- $4,907,729
- Participant contributions
- $52,387
- Total contributions
- $4,960,116
- Total income / additions
- $5,887,425
Expenses & distributions
- Benefits paid
- $4,950,129
- Administrative expenses
- $149,892
- Total expenses
- $5,100,021
- Net increase / (decrease)
- $787,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit & Risk Management Services | NONE | $64,642 | not reported in the loaded dataset | 2023 |
| Wachi & Watanabe, Cpa, Inc. | NONE | $26,921 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $21,585 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $11,960 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima Lllp | NONE | $8,487 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $7,310 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 665 I.A.T.S.E. Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Benefit & Risk Management Services — Schedule C compensation
- Wachi & Watanabe, Cpa, Inc. — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Yee & Kawashima Lllp — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation