Hawaii Glaziers Annuity Trust Fund — Form 5500 plan (Board Of Trustees Of Hawaii Glaziers 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 Glaziers Annuity Trust Fund is a benefit plan reported by Board Of Trustees Of Hawaii Glaziers Annuity Trust Fund under EIN 99-0229952 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $30,698,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Glaziers Annuity Trust Fund
- EIN
- 99-0229952
- Plan number
- 001
- Plan type
- 1
- Location
- Alameda, CA
- Latest filing year
- 2023
- Participants
- 444
- End-of-year plan assets
- $30,698,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 444 | H, C | 20241008230009NAL0036221554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,698,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,698,492
- Net assets (BOY)
- $25,569,471
Income & contributions
- Employer contributions
- $3,221,552
- Total contributions
- $3,221,981
- Total income / additions
- $7,062,574
Expenses & distributions
- Benefits paid
- $1,741,485
- Administrative expenses
- $192,068
- Total expenses
- $1,933,553
- Net increase / (decrease)
- $5,129,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ckw Financial Group | NONE | $52,573 | not reported in the loaded dataset | 2023 |
| Group Plan Administrators | NONE | $39,204 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $30,398 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $19,980 | not reported in the loaded dataset | 2023 |
| Mc Group Hawaii, Inc. | NONE | $13,089 | not reported in the loaded dataset | 2023 |
| Yoshida & Associates | NONE | $12,494 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $762 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Glaziers Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alameda, CA
- Ckw Financial Group — Schedule C compensation
- Group Plan Administrators — Schedule C compensation
- The Segal Company — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Mc Group Hawaii, Inc. — Schedule C compensation
- Yoshida & Associates — Schedule C compensation
- Washington Capital — Schedule C compensation