Painting Industry Of Hawaii Annuity Plan — Form 5500 plan (Board Of The Trustees Of The Painting Industry Of Hawaii Annuity Trust)
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, Painting Industry Of Hawaii Annuity Plan is a benefit plan reported by Board Of The Trustees Of The Painting Industry Of Hawaii Annuity Trust under EIN 99-6032984 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $115,910,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of The Trustees Of The Painting Industry Of Hawaii Annuity Trust
- EIN
- 99-6032984
- Plan number
- 001
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $115,910,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20250414124024NAL0001691553005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,910,953
- Total liabilities (EOY)
- $8,643,069
- Net assets (EOY)
- $107,267,884
- Net assets (BOY)
- $95,977,833
Income & contributions
- Employer contributions
- $6,581,607
- Total contributions
- $6,581,607
- Total income / additions
- $20,258,294
Expenses & distributions
- Benefits paid
- $8,402,136
- Administrative expenses
- $566,107
- Total expenses
- $8,968,243
- Net increase / (decrease)
- $11,290,051
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators | NONE | $198,648 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $95,196 | $0 | 2023 |
| Singerlewak, Llp | NONE | $69,617 | not reported in the loaded dataset | 2023 |
| Met West Asset Mgmt | NONE | $60,446 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $46,723 | not reported in the loaded dataset | 2023 |
| Yee & Kawashima, Lllp | NONE | $14,714 | not reported in the loaded dataset | 2023 |
| Kmh | NONE | $9,916 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $6,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of The Trustees Of The Painting Industry Of Hawaii Annuity Trust
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Group Plan Administrators — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation
- Singerlewak, Llp — Schedule C compensation
- Met West Asset Mgmt — Schedule C compensation
- Raymond James — Schedule C compensation
- Yee & Kawashima, Lllp — Schedule C compensation
- Kmh — Schedule C compensation
- The Segal Company — Schedule C compensation