Back to filter
Original filing (PDF)20250616170648NAL0001059521001
HAWAII LABORERS' ANNUITY FUND
Form 5500
FILING_RECEIVED
HAWAII LABORERS' ANNUITY FUND
Defined-contribution retirement plan
Signals · 3
1 failed disclosureNo recordkeeper disclosed14 service providers
Active participants
3,391
Accounts w/ balance
6,159
Plan assets (EOY)
$302.4M
Net assets (EOY)
$302.4M
How this plan invests
This plan
1 collective trust
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 (directional)
80
/ 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
85
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 55 bps in Schedule C fees — 452% 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 LABORERS' ANNUITY FUND.
Plan sponsor
Name
HAWAII LABORERS' ANNUITY FUND
EIN
99-0322478
Address
1440 KAPIOLANI BLVD, STE 800 · HONOLULU, HI · 968143613
Phone
—
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC ADMINISTRATORS | 99-0351671 | — | NONE | $593K | — |
| ATLANTA CAPITAL | 58-2236910 | — | NONE | $209K | — |
| RAYMOND JAMES | 59-1237041 | HONOLULU, HI | NONE | $194K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | — | NONE | $141K | — |
| CENTRAL PACIFIC BANK | 99-0309010 | — | NONE | $109K | — |
| WASHINGTON CAPITAL MANAGEMENT, INC. | 91-1042342 | — | NONE | $106K | — |
| FOCUS INVESTMENT ADVISOR | 81-1193503 | — | NONE | $105K | — |
| SUSTAINABLE GROWTH ADVISORS | 05-0571266 | — | NONE | $77K | — |
| YOSHIDA & ASSOCIATES | 99-0337282 | — | NONE | $52K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $26K | — |
| HONOLULU ACTUARIAL CONSULTANTS | 99-0114097 | — | NONE | $24K | — |
| WEINBERG, ROGER & ROSENFELD | 94-2458080 | — | NONE | $18K | — |
| VICTORY CAPITAL (MUNDER) | 13-2700161 | — | NONE | $13K | — |
| STEPHEN HORN INSURANCE SERVICES | 94-3249244 | — | NONE | $0 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| VICTORY CAPITAL (MUNDER) | SERVICE PROVIDER RECEIVED DIRECT COMPENSATION BUT FAILED TO RESPOND TO INDIRECT COMPENSATION QUESTIONNAIRE |
Investments
1 pooled fund· $19.3M(6% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| WASHINGTON CAPITAL JOINT MASTER WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001 | 103-12 Investment Entity | $19.3M | 6.4% |