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Original filing (PDF)20250616165644NAL0001167697005
HAWAII LABORERS' HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
HAWAII LABORERS' HEALTH & WELFARE FUND
Health & welfare plan
Signals · 3
~194 bps in Sched C feesNo recordkeeper disclosed11 service providers
Active participants
2,523
Accounts w/ balance
—
Plan assets (EOY)
$137.9M
Net assets (EOY)
$108.0M
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
- 194 bps in Schedule C fees — 1842% 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' HEALTH & WELFARE FUND.
Plan sponsor
Name
HAWAII LABORERS' HEALTH & WELFARE FUND
EIN
99-6014749
Address
1440 KAPIOLANI BLVD, STE 800 · HONOLULU, HI · 96814
Phone
—
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC ADMINISTRATORS INC | 99-0351671 | — | NONE | $2.2M | — |
| RAYMOND JAMES | 94-3249244 | — | NONE | $83K | — |
| WEINBERG, ROGER, & ROSENFELD | 94-2458080 | — | NONE | $73K | — |
| MILLIMAN | 91-0675641 | — | NONE | $63K | — |
| FOCUS INVESTMENT ADVISORS | 33-0606466 | — | NONE | $53K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | — | NONE | $48K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $44K | — |
| CENTRAL PACIFIC BANK | 39-2068708 | — | NONE | $44K | — |
| HC MANAGEMENT PROGRAM EXPENSES | 99-6014749 | — | NONE | $39K | — |
| YOSHIDA AND ASSOCIATES | 99-0337282 | — | NONE | $34K | — |
| BANK OF HAWAII | 99-0210467 | — | NONE | $13K | — |
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.