Original filing (PDF)20250414124024NAL0001691553004

BOARD OF TRUSTEES OF HAWAII TAPERS' ANNUITY TRUST FUND

Name: BOARD OF TRUSTEES OF HAWAII TAPERS' ANNUITY TRUST FUND — HAWAII TAPERS' ANNUITY PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEES OF HAWAII TAPERS' ANNUITY TRUST FUND

Form 5500

FILING_RECEIVED

HAWAII TAPERS' ANNUITY PLAN

Defined-contribution retirement plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

316

Accounts w/ balance

382

Plan assets (EOY)

$49.6M

Net assets (EOY)

$49.6M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF HAWAII TAPERS' ANNUITY TRUST FUND.

Plan sponsor

Name

BOARD OF TRUSTEES OF HAWAII TAPERS' ANNUITY TRUST FUND

EIN

99-0209408

Address

560 NORTH NIMITZ HIGHWAY, SUITE 209 · HONOLULU, HI · 96814

Phone

(808) 523-9411

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

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

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEGAL MARCO ADVISORS	13-2646110	CHICAGO, IL	NONE	$34K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GROUP PLAN ADMINISTRATORS	99-0187572	HONOLULU, HI	NONE	$61K

Investments

2 pooled funds· $11.6M(23% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
BNY MELLON AFL-CIO CF SL STOCK IND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 249	Common Collective Trust	$11.0M	22.1%
BNY MELLON U.S. REIT FUND - CLASS 2 THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 249	Common Collective Trust	$672K	1.4%

1–2 of 2

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