Goodwill Industries Of Hawaii, Inc. Health And Welfare Retirement Plan & Trust — Form 5500 plan (Goodwill Industries Of Hawaii, Inc.)

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, Goodwill Industries Of Hawaii, Inc. Health And Welfare Retirement Plan & Trust is a benefit plan reported by Goodwill Industries Of Hawaii, Inc. under EIN 99-6001264 and plan number 003. The latest loaded filing year is 2023. The filing reports 138 participants and $1,268,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Goodwill Industries Of Hawaii, Inc.
EIN
99-6001264
Plan number
003
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
138
End-of-year plan assets
$1,268,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241015124213NAL0056189346001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,268,484
Total liabilities (EOY)
$0
Net assets (EOY)
$1,268,484
Net assets (BOY)
$1,096,269

Income & contributions

Employer contributions
$69,651
Total contributions
$69,651
Total income / additions
$241,306

Expenses & distributions

Benefits paid
$22,955
Administrative expenses
$46,136
Total expenses
$69,091
Net increase / (decrease)
$172,215

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$40,192$02023
Boon Administrative Services Inc.SERVICE PROVIDER$5,944$2,9722023

Related Form 5500 pages