Back to filter
Original filing (PDF)20240912124734NAL0008548833001
UNITED PUBLIC WORKERS
Form 5500
FILING_RECEIVED
MUTUAL AID FUND TRUST
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
4,897
Accounts w/ balance
—
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.2M
Plan health score (directional)
87
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED PUBLIC WORKERS.
Plan sponsor
Name
UNITED PUBLIC WORKERS
EIN
99-0069019
Address
1426 N SCHOOL ST · HONOLULU, HI · 968171914
Phone
(808) 847-2631
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
UNITED PUBLIC WORKERS MUTUAL AID FUND TRUST
EIN
99-0231523
City
HONOLULU, HI
Phone
(808) 847-2631
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-12
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
TRUSTA, AN ACCOUNTANCY CORPORATION
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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.
Related plans
Similar-size Other Services (ex. Public Admin) plans
UNITED WIRE METAL & MACHINE HEALTH & WELFARE FUND
UNITED WIRE METAL & MACHINE HEALTH & WELFARE FUND 401 (K) PLAN
$4.3M · 19 participants
UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION LOCAL 27
UFCW LOCAL 27 SAVINGS AND RETIREMENT PLAN
$4.3M · 31 participants
ALLIANCE FOR AMERICAN MANUFACTUR
ALLIANCE FOR AMERICAN MANUFACTURING 401(K) PLAN
$4.3M · 18 participants
UNITED FOOD AND COMMERICAL WORKERS INTERNATIONAL UNION LOCAL NO. 1059
UFCW LOCAL 1059 SAVINGS AND RETIREMENT PLAN
$4.3M · 29 participants
UNIFORMED FIRE OFFICERS ASSOCIATION
UNIFORMED FIRE OFFICERS ASSOCIATION STAFF PLAN
$4.3M · 19 participants
UNITED FOOD AND COMMERICAL WORKERS INTERNATIONAL UNION LOCAL NO. AF342
UFCW LOCAL AF342 WELFARE FUND SAVINGS AND RETIREMENT PLAN
$4.4M · 41 participants
Large plans in Hawaii
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
RETIREMENT PLAN FOR EMPLOYEES OF HAWAIIAN ELECTRIC INDUSTRIES, INC. AND PARTICIPATING SUBSIDIARIES
$1.9B · 2,139 participants
HAWAI'I PACIFIC HEALTH
HAWAI'I PACIFIC HEALTH 403(B) SAVINGS PLAN
$1.5B · 7,654 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN AND AMERICAN SAVINGS BANK 401(K) PLAN MASTER TRUST
$967.1M
BANK OF HAWAII
BANK OF HAWAII RETIREMENT SAVINGS PLAN
$819.9M · 1,861 participants
HAWAIIAN ELECTRIC INDUSTRIES, INC.
HAWAIIAN ELECTRIC INDUSTRIES RETIREMENT SAVINGS PLAN
$780.7M · 2,688 participants