Hawaii Sheet Metal Workers Annuity Profit Sharing — Form 5500 plan (Hawaii Sheet Metal Workers Annuity Profit Sharing 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 Annuity Profit Sharing is a benefit plan reported by Hawaii Sheet Metal Workers Annuity Profit Sharing Fund under EIN 99-6027785 and plan number 003. The latest loaded filing year is 2023. The filing reports 665 participants and $108,342,276 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Sheet Metal Workers Annuity Profit Sharing Fund
- EIN
- 99-6027785
- Plan number
- 003
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 665
- End-of-year plan assets
- $108,342,276
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 665 | H, C | 20250129151859NAL0025662720002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,342,276
- Total liabilities (EOY)
- $461,471
- Net assets (EOY)
- $107,880,805
- Net assets (BOY)
- $107,838,719
Income & contributions
- Employer contributions
- $3,343,991
- Total contributions
- $3,343,991
- Total income / additions
- $12,049,764
Expenses & distributions
- Benefits paid
- $11,140,825
- Administrative expenses
- $866,853
- Total expenses
- $12,007,678
- Net increase / (decrease)
- $42,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eide Bailly, Llp | NONE | $170,299 | not reported in the loaded dataset | 2023 |
| Hawaii Sheet Metal Admin Office | NONE | $127,426 | not reported in the loaded dataset | 2023 |
| Dodge & Cox | NONE | $69,038 | $0 | 2023 |
| Lotsoff | NONE | $67,629 | not reported in the loaded dataset | 2023 |
| Central Pacific Bank | NONE | $67,235 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $47,507 | not reported in the loaded dataset | 2023 |
| Saltzman & Johnson | NONE | $43,258 | not reported in the loaded dataset | 2023 |
| Lazard | NONE | $36,463 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $35,504 | $0 | 2023 |
| Stonebridge | NONE | $32,983 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $30,161 | not reported in the loaded dataset | 2023 |
| Miller Howard | NONE | $11,362 | not reported in the loaded dataset | 2023 |
| Brown Advisory | not reported in the loaded dataset | $10,128 | $0 | 2023 |
| Loomis Sayles | NONE | $8,049 | not reported in the loaded dataset | 2023 |
| Weinberg, Roger, And Rosenfeld | NONE | $7,645 | not reported in the loaded dataset | 2023 |
| Jp Morgan | not reported in the loaded dataset | $7,329 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $6,913 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Sheet Metal Workers Annuity Profit Sharing Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Eide Bailly, Llp — Schedule C compensation
- Hawaii Sheet Metal Admin Office — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Lotsoff — Schedule C compensation
- Central Pacific Bank — Schedule C compensation
- Boston Partners — Schedule C compensation
- Saltzman & Johnson — Schedule C compensation
- Lazard — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Stonebridge — Schedule C compensation
- Segal Company — Schedule C compensation
- Miller Howard — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Weinberg, Roger, And Rosenfeld — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Benesys — Schedule C compensation