Hawaii Teamsters Health & Welfare Plan — Form 5500 plan (Board Of Trustees Of Hawaii Teamsters 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, Hawaii Teamsters Health & Welfare Plan is a benefit plan reported by Board Of Trustees Of Hawaii Teamsters Health & Welfare Plan under EIN 99-6009135 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,960 participants and $44,747,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Teamsters Health & Welfare Plan
- EIN
- 99-6009135
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,960
- End-of-year plan assets
- $44,747,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,960 | H, C | 20250611130806NAL0013991651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,747,086
- Total liabilities (EOY)
- $2,087,200
- Net assets (EOY)
- $42,659,886
- Net assets (BOY)
- $35,386,853
Income & contributions
- Employer contributions
- $47,636,609
- Participant contributions
- $1,364,751
- Total contributions
- $49,001,360
- Total income / additions
- $50,771,387
Expenses & distributions
- Benefits paid
- $42,517,979
- Administrative expenses
- $980,375
- Total expenses
- $43,498,354
- Net increase / (decrease)
- $7,273,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Risk Management Services | NONE | $325,267 | not reported in the loaded dataset | 2023 |
| Hawaii Dental Service | NONE | $119,525 | not reported in the loaded dataset | 2023 |
| Express Scripts Inc | not reported in the loaded dataset | $107,488 | not reported in the loaded dataset | 2023 |
| Benefit Plan Solutions Inc | NONE | $102,306 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $61,687 | $0 | 2023 |
| Singerlewak, Llp | NONE | $49,811 | not reported in the loaded dataset | 2023 |
| Chiroplan Hawaii, Inc | NONE | $48,638 | not reported in the loaded dataset | 2023 |
| Cades Shutte Llp | NONE | $44,471 | not reported in the loaded dataset | 2023 |
| Yee And Kawashima Lllp | NONE | $32,945 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Hawaii Teamsters Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Benefit Risk Management Services — Schedule C compensation
- Hawaii Dental Service — Schedule C compensation
- Express Scripts Inc — Schedule C compensation
- Benefit Plan Solutions Inc — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Singerlewak, Llp — Schedule C compensation
- Chiroplan Hawaii, Inc — Schedule C compensation
- Cades Shutte Llp — Schedule C compensation
- Yee And Kawashima Lllp — Schedule C compensation
- Raymond James & Associates — Schedule C compensation