Hawaii Laborers' Annuity Fund — Form 5500 plan (Hawaii Laborers' Annuity 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 Laborers' Annuity Fund is a benefit plan reported by Hawaii Laborers' Annuity Fund under EIN 99-0322478 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,894 participants and $302,429,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Laborers' Annuity Fund
- EIN
- 99-0322478
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,894
- End-of-year plan assets
- $302,429,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,894 | H, C | 20250616170648NAL0001059521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $302,429,621
- Net assets (EOY)
- $302,429,621
- Net assets (BOY)
- $276,950,166
Income & contributions
- Employer contributions
- $14,106,043
- Total contributions
- $14,126,521
- Total income / additions
- $50,952,772
Expenses & distributions
- Benefits paid
- $23,685,335
- Administrative expenses
- $1,787,982
- Total expenses
- $25,473,317
- Net increase / (decrease)
- $25,479,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Administrators | NONE | $593,213 | not reported in the loaded dataset | 2023 |
| Atlanta Capital | NONE | $209,467 | $1,384 | 2023 |
| Raymond James | NONE | $194,374 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $141,369 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $109,320 | not reported in the loaded dataset | 2023 |
| Washington Capital Management, Inc. | NONE | $106,301 | not reported in the loaded dataset | 2023 |
| Focus Investment Advisor | NONE | $104,837 | not reported in the loaded dataset | 2023 |
| Sustainable Growth Advisors | NONE | $77,446 | $192 | 2023 |
| Yoshida & Associates | NONE | $51,610 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $26,391 | not reported in the loaded dataset | 2023 |
| Honolulu Actuarial Consultants | NONE | $24,476 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $17,775 | not reported in the loaded dataset | 2023 |
| Victory Capital (Munder) | NONE | $13,053 | $0 | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $9,613 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Laborers' Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Administrators — Schedule C compensation
- Atlanta Capital — Schedule C compensation
- Raymond James — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Washington Capital Management, Inc. — Schedule C compensation
- Focus Investment Advisor — Schedule C compensation
- Sustainable Growth Advisors — Schedule C compensation
- Yoshida & Associates — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Honolulu Actuarial Consultants — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Victory Capital (Munder) — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation