Plan5500

Hawaii Teamsters & Allied Workers Local 996 Legal Service Plan — Form 5500 plan (Hawaii Teamsters & Allied Workers Local 996 Legal Service 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 Teamsters & Allied Workers Local 996 Legal Service Plan is a benefit plan reported by Hawaii Teamsters & Allied Workers Local 996 Legal Service Plan under EIN 99-0248050 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,603 participants and $869,798 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hawaii Teamsters & Allied Workers Local 996 Legal Service Plan
EIN
99-0248050
Plan number
501
Plan type
1
Location
Honolulu, HI
Latest filing year
2023
Participants
1,603
End-of-year plan assets
$869,798

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,603H, C20250414130037NAL0001757745004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$869,798
Net assets (EOY)
$869,798
Net assets (BOY)
$749,757

Income & contributions

Employer contributions
$142,338
Participant contributions
$175
Total contributions
$142,513
Total income / additions
$231,099

Expenses & distributions

Benefits paid
$12,943
Administrative expenses
$98,115
Total expenses
$111,058
Net increase / (decrease)
$120,041

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit & Risk Management ServicesNONE$78,368not reported in the loaded dataset2023
Service Printers HawaiiNONE$7,221not reported in the loaded dataset2023
Kevin S. Adaniya AalNONE$6,650not reported in the loaded dataset2023
First Hawaiian Banknot reported in the loaded dataset$6,269$02023

Related Form 5500 pages