Hawaii Sheet Metal Workers Training Fund — Form 5500 plan (Board Of Trustees Hawaii Sheet Metal Workers Training 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 Sheet Metal Workers Training Fund is a benefit plan reported by Board Of Trustees Hawaii Sheet Metal Workers Training Fund under EIN 99-6009480 and plan number 503. The latest loaded filing year is 2023. The filing reports 482 participants and $7,284,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Hawaii Sheet Metal Workers Training Fund
- EIN
- 99-6009480
- Plan number
- 503
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 482
- End-of-year plan assets
- $7,284,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 482 | H, C | 20240617093918NAL0003223954005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,284,225
- Total liabilities (EOY)
- $349,864
- Net assets (EOY)
- $6,934,361
- Net assets (BOY)
- $6,175,117
Income & contributions
- Employer contributions
- $1,301,612
- Total contributions
- $1,301,612
- Total income / additions
- $1,390,564
Expenses & distributions
- Benefits paid
- $391,895
- Administrative expenses
- $239,425
- Total expenses
- $631,320
- Net increase / (decrease)
- $759,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hsmw Admin Office | NONE | $156,254 | not reported in the loaded dataset | 2023 |
| Yee & Karashima | NONE | $19,272 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | NONE | $13,409 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger & Rosenfeld | NONE | $11,643 | not reported in the loaded dataset | 2023 |
| Stonebridge | NONE | $6,975 | not reported in the loaded dataset | 2023 |
| Affinity | NONE | $6,816 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Hawaii Sheet Metal Workers Training Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hsmw Admin Office — Schedule C compensation
- Yee & Karashima — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation
- Weinberg, Roger & Rosenfeld — Schedule C compensation
- Stonebridge — Schedule C compensation
- Affinity — Schedule C compensation