Hawaii Carpenters Vacation & Holiday Fund — Form 5500 plan (Hawaii Carpenters Vacation & Holiday)
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 Carpenters Vacation & Holiday Fund is a benefit plan reported by Hawaii Carpenters Vacation & Holiday under EIN 99-6025504 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,568 participants and $12,976,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Carpenters Vacation & Holiday
- EIN
- 99-6025504
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 4,568
- End-of-year plan assets
- $12,976,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,568 | H, C | 20241113115220NAL0028346848001 |
| 2023 | 4,392 | H, C | 20250613163951NAL0051676482002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,960,161
- Net assets (EOY)
- $14,960,161
- Net assets (BOY)
- $13,152,052
Income & contributions
- Employer contributions
- $26,846,122
- Participant contributions
- $397,414
- Total contributions
- $27,273,210
- Total income / additions
- $27,948,926
Expenses & distributions
- Benefits paid
- $25,784,256
- Administrative expenses
- $356,561
- Total expenses
- $26,140,817
- Net increase / (decrease)
- $1,808,109
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators Inc | NONE | $260,119 | not reported in the loaded dataset | 2023 |
| Hawaii Benefit Administrators Inc | SALARIES ADMINISTRATOR | $224,700 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $17,760 | not reported in the loaded dataset | 2023 |
| Eide Bailly | NONE | $14,212 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $8,421 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $7,467 | not reported in the loaded dataset | 2023 |
| Segal | NONE | $6,656 | not reported in the loaded dataset | 2023 |
| Law Office Of Jeffery Miller | NONE | $5,328 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Carpenters Vacation & Holiday
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Benefit Administrators Inc — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Eide Bailly — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Segal — Schedule C compensation
- Law Office Of Jeffery Miller — Schedule C compensation