Original filing (PDF)20251013213750NAL0001898929003

BOARD OF TRUSTEES OF HAWAII TAPERS HEALTH AND WELFARE PLAN

Name: BOARD OF TRUSTEES OF HAWAII TAPERS HEALTH AND WELFARE PLAN — HAWAII TAPERS HEALTH AND WELFARE PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF HAWAII TAPERS HEALTH AND WELFARE PLAN

Form 5500

FILING_RECEIVED

HAWAII TAPERS HEALTH AND WELFARE PLAN

Health & welfare plan

Signals · 4

41% in single holding~85 bps in Sched C feesNo recordkeeper disclosed6 service providers

Active participants

324

Accounts w/ balance

—

Plan assets (EOY)

$16.0M

Net assets (EOY)

$14.5M

How this plan invests

This plan

1 pooled trust

Schedule D

6 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 BOARD OF TRUSTEES OF HAWAII TAPERS HEALTH AND WELFARE PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF HAWAII TAPERS HEALTH AND WELFARE PLAN

EIN

99-0213908

Address

560 N NIMITZ HWY, SUITE 209 · HONOLULU, HI · 96817

Phone

(808) 523-9411

Industry

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

2025-10-13

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4Q · Other

Audit & trust (Schedule H)

Auditor

SINGERLEWAK LLP

Trustee / custodian

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
GROUP PLAN ADMINISTRATORS	99-0187572	HONOLULU, HI	NONE	$60K	—
BENEFIT RISK MANAGEMENT SERVICES	68-0306908	HONOLULU, HI	NONE	$21K	—
SINGERLEWAK LLP	95-2302617	HONOLULU, HI	NONE	$20K	—
THE SEGAL COMPANY	94-1503999	SAN FRANCISCO, CA	NONE	$19K	—
FIRST HAWAIIAN BANK	99-0034327	HONOLULU, HI	NONE	$9K	—
SEGAL MARCO ADVISORS