Hawaii Carpenters Financial Security Fund — Form 5500 plan (Hawaii Carpenters Financial Security 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 Carpenters Financial Security Fund is a benefit plan reported by Hawaii Carpenters Financial Security Fund under EIN 99-0264272 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,998 participants and $576,752,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Carpenters Financial Security Fund
- EIN
- 99-0264272
- Plan number
- 003
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 6,998
- End-of-year plan assets
- $576,752,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,998 | H, C | 20241008153101NAL0017889969005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $576,752,041
- Total liabilities (EOY)
- $111,404
- Net assets (EOY)
- $576,640,637
- Net assets (BOY)
- $491,476,163
Income & contributions
- Employer contributions
- $48,229,780
- Total contributions
- $48,241,161
- Total income / additions
- $118,378,634
Expenses & distributions
- Benefits paid
- $31,182,679
- Administrative expenses
- $2,031,481
- Total expenses
- $33,214,160
- Net increase / (decrease)
- $85,164,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| First Hawaiian Bank | NONE | $455,425 | $46,129 | 2023 |
| Raymond James & Associates | NONE | $433,108 | not reported in the loaded dataset | 2023 |
| Hawaii Benefit Administrators, Inc. | NONE | $396,331 | not reported in the loaded dataset | 2023 |
| Focus Investments | NONE | $210,285 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $108,300 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $71,596 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $42,550 | not reported in the loaded dataset | 2023 |
| Bank Of Hawaii | NONE | $40,074 | not reported in the loaded dataset | 2023 |
| Shanley A Professional Corp. | NONE | $38,100 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners | NONE | $6,112 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Carpenters Financial Security Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- First Hawaiian Bank — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Hawaii Benefit Administrators, Inc. — Schedule C compensation
- Focus Investments — Schedule C compensation
- The Segal Company — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Bank Of Hawaii — Schedule C compensation
- Shanley A Professional Corp. — Schedule C compensation
- Sierra Investment Partners — Schedule C compensation