Afl Hotel & Restaurant Workers Health & Welfare Plan — Form 5500 plan (Afl Hotel & Restaurant Workers Health & Welfare 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, Afl Hotel & Restaurant Workers Health & Welfare Plan is a benefit plan reported by Afl Hotel & Restaurant Workers Health & Welfare Plan under EIN 99-6008823 and plan number 501. The latest loaded filing year is 2023. The filing reports 12,408 participants and $160,699,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Afl Hotel & Restaurant Workers Health & Welfare Plan
- EIN
- 99-6008823
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 12,408
- End-of-year plan assets
- $160,699,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,408 | H, C | 20241014153324NAL0045118112005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $160,699,492
- Total liabilities (EOY)
- $13,315,815
- Net assets (EOY)
- $147,383,677
- Net assets (BOY)
- $110,410,914
Income & contributions
- Employer contributions
- $144,183,139
- Participant contributions
- $296,549
- Total contributions
- $144,479,688
- Total income / additions
- $152,398,205
Expenses & distributions
- Benefits paid
- $110,985,415
- Administrative expenses
- $4,440,027
- Total expenses
- $115,425,442
- Net increase / (decrease)
- $36,972,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pacific Southwest Administrators | NONE | $1,906,141 | not reported in the loaded dataset | 2023 |
| Benefit & Risk Mgmt Svcs | NONE | $901,913 | not reported in the loaded dataset | 2023 |
| Hawaii Dental Service | NONE | $335,061 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $219,262 | $0 | 2023 |
| Rael & Letson | NONE | $212,764 | not reported in the loaded dataset | 2023 |
| Mccracken, Stemerman & Holsberry, L | NONE | $176,309 | not reported in the loaded dataset | 2023 |
| Hawaii Community Health Alliance | NONE | $150,678 | not reported in the loaded dataset | 2023 |
| Chiroplan Hawaii, Inc | NONE | $87,990 | not reported in the loaded dataset | 2023 |
| Provider Network Of America | NONE | $70,609 | $0 | 2023 |
| Lemke, Chinen & Tanaka, Cpa, Inc | NONE | $51,890 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $45,849 | not reported in the loaded dataset | 2023 |
| Employee Assistance Of The Pacific | NONE | $36,546 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $24,586 | not reported in the loaded dataset | 2023 |
| Pinebridge Investments | NONE | $16,113 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Company | NONE | $12,269 | not reported in the loaded dataset | 2023 |
| Weinberg Roger Rosenfield | NONE | $8,913 | not reported in the loaded dataset | 2023 |
| Optumrx | NONE | $126 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Afl Hotel & Restaurant Workers Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Pacific Southwest Administrators — Schedule C compensation
- Benefit & Risk Mgmt Svcs — Schedule C compensation
- Hawaii Dental Service — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Mccracken, Stemerman & Holsberry, L — Schedule C compensation
- Hawaii Community Health Alliance — Schedule C compensation
- Chiroplan Hawaii, Inc — Schedule C compensation
- Provider Network Of America — Schedule C compensation
- Lemke, Chinen & Tanaka, Cpa, Inc — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Employee Assistance Of The Pacific — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Pinebridge Investments — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- Weinberg Roger Rosenfield — Schedule C compensation
- Optumrx — Schedule C compensation