Original filing (PDF)20250826181817NAL0004604723001

I.B.E.W. LOCAL UNION 1186 MUTUAL AID FUND

Name: I.B.E.W. LOCAL UNION 1186 MUTUAL AID FUND — LOCAL UNION 1186 IBEW MUTUAL AID PLAN, Form 5500 (2024)
Creator: I.B.E.W. LOCAL UNION 1186 MUTUAL AID FUND

Form 5500

FILING_RECEIVED

LOCAL UNION 1186 IBEW MUTUAL AID PLAN

Health & welfare plan

Signals · 2

65% in single holdingNo recordkeeper disclosed

Active participants

2,463

Accounts w/ balance

—

Plan assets (EOY)

$318K

Net assets (EOY)

$312K

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for I.B.E.W. LOCAL UNION 1186 MUTUAL AID FUND.

Plan sponsor

Name

I.B.E.W. LOCAL UNION 1186 MUTUAL AID FUND

EIN

99-0117133

Address

1935 HAU STREET, 5TH FLOOR · HONOLULU, HI · 96819

Phone

(808) 847-5341

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Welfare benefit codes

4L · Death Benefits (other than life insurance)

Audit & trust (Schedule H)

Auditor

SINGERLEWAK, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities· $317K(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
American Savings Short Term Reserve	—	—	$207K	$207K	65.0%
Central Pacific Bank Savings Account	—	—	$63K	$63K	19.8%
Central Pacific Bank Checking Account	—	—	$47K	$47K	14.7%

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