Hotel Union And Hotel Industry Of Hawaii 401(K) Retirement Savings Plan — Form 5500 plan (Hotel 401(K) Retirement Savings 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, Hotel Union And Hotel Industry Of Hawaii 401(K) Retirement Savings Plan is a benefit plan reported by Hotel 401(K) Retirement Savings Plan under EIN 99-0292187 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,064 participants and $149,251,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hotel 401(K) Retirement Savings Plan
- EIN
- 99-0292187
- Plan number
- 002
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 7,064
- End-of-year plan assets
- $149,251,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,064 | H, C | 20241011150719NAL0023036289005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,251,845
- Net assets (EOY)
- $149,251,845
- Net assets (BOY)
- $128,206,773
Income & contributions
- Participant contributions
- $12,225,081
- Total contributions
- $12,243,019
- Total income / additions
- $31,816,046
Expenses & distributions
- Benefits paid
- $10,366,997
- Administrative expenses
- $403,977
- Total expenses
- $10,770,974
- Net increase / (decrease)
- $21,045,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators, Inc. | NONE | $124,869 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $87,546 | $0 | 2023 |
| Lemke, Chinen & Tanaka, Cpa | NONE | $46,596 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| U.N.I.T.E. H.E.R.E. Local 5 | EMPLOYEE ORGANIZATION | $22,846 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $10,069 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $7,450 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hotel 401(K) Retirement Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Group Plan Administrators, Inc. — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Lemke, Chinen & Tanaka, Cpa — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- U.N.I.T.E. H.E.R.E. Local 5 — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation