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Original filing (PDF)20250711214434NAL0004488387001
HAWAII ELECTRICIANS HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
HAWAII ELECTRICIANS HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
~222 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
1,901
Accounts w/ balance
—
Plan assets (EOY)
$100.0M
Net assets (EOY)
$95.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
100
Knocking points off
- 222 bps in Schedule C fees — 2119% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
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 HAWAII ELECTRICIANS HEALTH AND WELFARE FUND.
Plan sponsor
Name
HAWAII ELECTRICIANS HEALTH AND WELFARE FUND
EIN
99-0104618
Address
1935 HAU STREET, SUITE 450 · HONOLULU, HI · 96819
Phone
—
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWAII ELECTRICIANS ADMIN OFFICE | 99-0109237 | HONOLULU, HI | ADMINISTRATIVE OFFICE | $719K | — |
| HAWAII WESTERN MANAGEMENT GROUP | 94-3193724 | HONOLULU, HI | NONE | $606K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $208K | — |
| HAWAII DENTAL SERVICE | 99-0107971 | HONOLULU, HI | NONE | $171K | — |
| SIERRA INVESTMENT PARTNERS, INC. | 68-0370668 | WALNUT CREEK, CA | NONE | $85K | — |
| SSI INVESTMENT MANAGEMENT | 83-3986484 | LOS ANGELES, CA | NONE | $78K | — |
| SINGERLEWAK LLP | 95-2302617 | HONOLULU, HI | NONE | $67K | — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | ST. PETERSBURG, FL | NONE | $55K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | HONOLULU, HI | PARTY IN INTEREST | $42K | — |
| VISION SERVICE PLAN | 99-0247673 | — | NONE | $39K | — |
| EXPRESS SCRIPTS, INC. | 43-1420563 | — | NONE | $39K | — |
| FOCUS INVESTMENT ADVISORS | 81-1193503 | SOLANA BEACH, CA | NONE | $35K | — |
| CENTRAL PACIFIC BANK | 99-0309010 | HONOLULU, HI | NONE | $35K | — |
| OAKHURST CAPITAL MANAGEMENT | 85-3620002 | LOS ANGELES, CA | NONE | $23K | — |
| YEE & KAWASHIMA LLLP | 47-3636548 | HONOLULU, HI | NONE | $11K | — |
| HUDSON EDGE INVESTMENT PARTNERS | 51-1296988 | JERSEY CITY, NJ | NONE | $8K | — |
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.