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Original filing (PDF)20250606123706NAL0009173987002

BOARD OF TRUSTEES OF HAWAII INSULATORS PENSION TRUST

Form 5500
FILING_RECEIVED
HAWAII INSULATORS PENSION PLAN
Defined-contribution retirement plan
Signals · 2
~152 bps in Sched C fees6 service providers
Active participants
85
Accounts w/ balance
131
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 152 bps in Schedule C fees — 424% above peer band of 29 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF HAWAII INSULATORS PENSION TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES OF HAWAII INSULATORS PENSION TRUST
EIN
51-6103706
Address
1440 KAPIOLANI BLVD., SUITE 800 · HONOLULU, HI · 968143612
Phone
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-06
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

6 rows
Other
6
NameEINLocationRelationDirect compIndirect comp
PACIFIC ADMINISTRATORS, INC.99-0351671HONOLULU, HINONE$90K
VICTORY CAPITAL MANAGEMENT13-2700161BROOKLYN, OHNONE$49K
SINGERLEWAK LLP95-2302617HONOLULU, HINONE$26K
HONOLULU ACTUARIAL CONSULTANTS, INC20-5644068HONOLULU, HINONE$19K
FIRST HAWAIIAN BANK99-0034327HONOLULU, HINONE$12K
WELLS FARGO ADVISORS34-1542819HONOLULU, HINONE$12K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.