Miller Kaplan Arase LLP signed Board of Trustees, Hawaii Health & Welfare Trust Fund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Hawaii Health & Welfare Trust Fund's EIN is 94-6182984.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Hawaii Health & Welfare Trust Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees, Hawaii Health & Welfare Trust Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SSI INVESTMENT MANAGEMENT | 95-2913505 | — | NONE | $111K | — |
| OAKHURST CAPITAL MGMT | — | LOS ANGELES, CA | NONE | $47K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWAII MEDICAL SERVICE ASSOCIATION | 99-0040115 | — | NONE | $2.3M | — |
| ZENITH AMERICAN SOLUTIONS INC. | — | ALAMEDA, CA | NONE | $275K | — |
| MULTI-PLAN SERVICES AGENCY INC. | 81-3751949 | — | NONE | $156K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $75K | — |
| SALTZMAN & JOHNSON | 94-2376174 | — | NONE | $56K | — |
| PHARMACY BENEFIT SOLUTIONS INC | — | CITRUS HEIGHTS, CA | NONE | $44K | — |
| MCMORGAN & COMPANY | 94-1650768 | — | NONE | $36K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $31K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | — | NONE | $29K | — |
| RAYMOND JAMES | — | ST PETERSBURG, FL | NONE | $20K | — |
| ASSISTANCE RECOVERY PROGRAM | 94-3042622 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COLLECTIVE INVESTMENT FUND 1,698 Intercontinental U.S. Real Estate Investment Fund, LLC | Common Collective Trusts | — | $2.0M | $2.2M | 3.1% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | $2.5M | $1.8M | 2.6% | |
| United States Treasury Note/Bond 4.125% 31 Oct 2029 | U.S. Treasuries | — | $1.3M | $1.3M | 1.8% | |
| United States Treasury Note/Bond 3.625% 31 Mar 2028 | U.S. Treasuries | — | $1.0M | $1.0M | 1.5% | |
| E.I.N. 94-6182984; PLAN NO. 501 DECEMBER 31, 2024 PAR FAIR VALUE SHORT TERM INVESTMENT FUNDS VALUE COST $ Blackrock Liquidity Fed Fund | Cash / Money Market | — | $863K | $863K | 1.2% | |
| United States Treasury Note/Bond 4.125% 31 Oct 2026 | U.S. Treasuries | — | $828K | $829K | 1.2% | |
| United States Treasury Note/Bond 3% 15 May 2042 | U.S. Treasuries | — | $610K | $742K | 1.0% | |
| United States Treasury Note/Bond 4% 29 Feb 2028 | U.S. Treasuries | — | $728K | $728K | 1.0% | |
| Vanguard Total International Stock ETF | Mutual Funds | — | $737K | $721K | 1.0% | |
| United States Treasury Note/Bond 3.875% 15 Oct 2027 | U.S. Treasuries | — | $678K | $685K | 1.0% | |
| United States Treasury Note/Bond 4% 15 Feb 2034 | U.S. Treasuries | — | $574K | $571K | 0.8% | |
| United States Treasury Note/Bond 2.375% 15 May 2029 | U.S. Treasuries | — | $488K | $553K | 0.8% | |
| United States Treasury Note/Bond 4% 15 Jan 2027 | U.S. Treasuries | — | $547K | $551K | 0.8% | |
| iShares iBoxx USD Investment Grade Corporate Bond ETF | Other securities | — | $541K | $540K | 0.8% | |
| Blackrock Liquidity T-Fund | Other securities | — | $535K | $535K | 0.8% | |
| United States Treasury Note/Bond 4.375% 31 Aug 2028 | U.S. Treasuries | — | $490K | $502K | 0.7% | |
| United States Treasury Note/Bond 2.75% 15 Aug 2032 | U.S. Treasuries | — | $438K | $450K | 0.6% | |
| United States Treasury Note/Bond 1.125% 31 Oct 2026 | U.S. Treasuries | — | $454K | $430K | 0.6% | |
| United States Treasury Note/Bond 2.875% 15 May 2032 | U.S. Treasuries | — | $401K | $429K | 0.6% | |
| United States Treasury Note/Bond 2.5% 15 Feb 2045 | U.S. Treasuries | — | $266K | $418K | 0.6% | |
| United States Treasury Note/Bond 5.25% 15 Feb 2029 | U.S. Treasuries | — | $328K | $416K | 0.6% | |
| NextEra Energy Capital Holdings Inc 3% 01 Mar 2027 | Bonds / Notes | — | $401K | $413K | 0.6% | |
| Janus Henderson AAA CLO ETF | Structured Credit (CLO/ABS) | — | $386K | $388K | 0.5% | |
| United States Treasury Note/Bond 1.875% 15 Feb 2032 | U.S. Treasuries | — | $329K | $362K | 0.5% | |
| United States Treasury Note/Bond 4.125% 15 Nov 2032 | U.S. Treasuries | — | $351K | $358K | 0.5% | |
| Uber Technologies Inc .875% 01 Dec 2028 | Bonds / Notes | — | $299K | $338K | 0.5% | |
| United States Treasury Note/Bond 4% 31 Jan 2029 | U.S. Treasuries | — | $330K | $335K | 0.5% | |
| Invesco Senior Loan ETF | Mutual Funds | — | $331K | $331K | 0.5% | |
| Federal Home Loan Banks 1% 30 Mar 2026 | Bonds / Notes | — | $341K | $326K | 0.5% | |
| Duke Energy Corp 4.125% 15 Apr 2026 | Bonds / Notes | — | $336K | $325K | 0.5% | |
| Southwest Airlines Co 1.25% 01 May 2025 | Bonds / Notes | — | $307K | $322K | 0.5% | |
| iShares 0-5 Year High Yield Corporate Bond ETF | Other securities | — | $304K | $305K | 0.4% | |
| Morgan Stanley Finance LLC .125% 07 Feb 2028 | Bonds / Notes | — | $465K | $302K | 0.4% | |
| Tennessee Valley Authority 4.65% 15 Jun 2035 | Bonds / Notes | — | $281K | $286K | 0.4% | |
| United States Treasury Note/Bond 4.5% 15 Nov 2033 | U.S. Treasuries | — | $271K | $279K | 0.4% | |
| Verizon Master Trust VZMT 2024-6 A1A 4.17% 20 Aug 2030 | Master Trust Interest | — | $263K | $266K | 0.4% | |
| Booking Holdings Inc .75% 01 May 2025 | Bonds / Notes | — | $525K | $263K | 0.4% | |
| iShares Russell 2000 Value ETF | Common Collective Trusts | — | $281K | $263K | 0.4% | |
| United States Treasury Note/Bond 3.875% 15 Aug 2033 | U.S. Treasuries | — | $257K | $260K | 0.4% | |
| Fannie Mae Pool FN FS4239 5% 01 Mar 2053 | Agency / Mortgage-Backed | — | $257K | $260K | 0.4% | |
| Welltower OP LLC 3.125% 15 Jul 2029 | Bonds / Notes | — | $271K | $258K | 0.4% | |
| United States Treasury Note/Bond 4.375% 15 Jul 2027 | U.S. Treasuries | — | $256K | $256K | 0.4% | |
| Southern Co/The 3.875% 15 Dec 2025 | Bonds / Notes | — | $248K | $254K | 0.4% | |
| United States Treasury Note/Bond 4% 31 Jul 2029 | U.S. Treasuries | — | $246K | $251K | 0.4% | |
| Parsons Corp 2.625% 01 Mar 2029 | Bonds / Notes | — | $266K | $244K | 0.3% | |
| Fannie Mae Pool FN FS6107 5.5% 01 Nov 2053 | Agency / Mortgage-Backed | — | $244K | $234K | 0.3% | |
| Fannie Mae Pool FN FS5649 5.5% 01 Aug 2053 | Agency / Mortgage-Backed | — | $233K | $232K | 0.3% | |
| Global Payments Inc 1.5% 01 Mar 2031 | Bonds / Notes | — | $221K | $232K | 0.3% | |
| First Trust SMID Cap Rising Dividend Achievers ETF | Other securities | — | $211K | $217K | 0.3% | |
| iShares Core MSCI Emerging Markets ETF | Other securities | — | $203K | $216K | 0.3% |
