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Original filing (PDF)20251203153310NAL0000841921004
HAWAII INSULATORS HEALTH & WELFARE TRUST FUND
Form 5500
FILING_RECEIVED
HAWAII INSULATORS HEALTH & WELFARE PLAN
Health & welfare plan
Signals · 2
~300 bps in Sched C feesNo recordkeeper disclosed
Active participants
107
Accounts w/ balance
—
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 300 bps in Schedule C fees — 478% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWAII INSULATORS HEALTH & WELFARE TRUST FUND.
Plan sponsor
Name
HAWAII INSULATORS HEALTH & WELFARE TRUST FUND
EIN
99-6017123
Address
1440 KAPIOLANI BLVD., SUITE 800 · HONOLULU, HI · 96814
Phone
(808) 441-8600
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
SINGERLEWAK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PACIFIC ADMINISTRATORS, INC. | 99-0351671 | HONOLULU, HI | NONE | $75K | — |
| HOGAN CONSULTING GROUP, LLC | — | HONOLULU, HI | NONE | $45K | — |
| SINGERLEWAK, LLP | 95-2302617 | HONOLULU, HI | NONE | $26K | — |
| FIRST HAWAIIAN BANK | 99-0034327 | HONOLULU, HI | NONE | $19K | — |
| YEE & KAWASHIMA LLLP | 47-3636548 | HONOLULU, HI | NONE | $7K | — |
Investments
48 direct securities· $4.9M(86% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FHB | — | — | $383K | $383K | 6.7% | |
| FHB | — | — | $253K | $254K | 4.4% | |
| FHB | — | — | $256K | $254K | 4.4% | |
| FHB | — | — | $254K | $253K | 4.4% | |
| FHB | — | — | $196K | $206K | 3.6% | |
| FHB | — | — | $196K | $205K | 3.6% | |
| FHB | — | — | $198K | $203K | 3.5% | |
| FHB | — | — | $210K | $203K | 3.5% | |
| FHB | — | — | $202K | $201K | 3.5% | |
| FHB | — | — | $173K | $173K | 3.0% | |
| FHB | — | — | $154K | $155K | 2.7% | |
| FHB | — | — | $150K | $154K | 2.7% | |
| FHB | — | — | $146K | $152K | 2.7% | |
| FHB | — | — | $147K | $152K | 2.6% | |
| FHB | — | — | $142K | $151K | 2.6% | |
| FHB | — | — | $158K | $151K | 2.6% | |
| FHB | — | — | $103K | $103K | 1.8% | |
| FHB | — | — | $101K | $103K | 1.8% | |
| FHB | — | — | $52K | $54K | 0.9% | |
| FHB | — | — | $51K | $53K | 0.9% | |
| FHB | — | — | $51K | $53K | 0.9% | |
| FHB | — | — | $53K | $53K | 0.9% | |
| FHB | — | — | $52K | $53K | 0.9% | |
| FHB | — | — | $52K | $53K | 0.9% | |
| FHB | — | — | $51K | $53K | 0.9% | |
| FHB | — | — | $52K | $52K | 0.9% | |
| FHB | — | — | $50K | $52K | 0.9% | |
| FHB | — | — | $52K | $52K | 0.9% | |
| FHB | — | — | $49K | $51K | 0.9% | |
| FHB | — | — | $51K | $51K | 0.9% | |
| FHB | — | — | $50K | $51K | 0.9% | |
| FHB | — | — | $52K | $51K | 0.9% | |
| FHB | — | — | $50K | $50K | 0.9% | |
| FHB | — | — | $50K | $50K | 0.9% | |
| FHB | — | — | $48K | $50K | 0.9% | |
| FHB | — | — | $50K | $50K | 0.9% | |
| FHB | — | — | $53K | $50K | 0.9% | |
| FHB | — | — | $49K | $49K | 0.9% | |
| FHB | — | — | $52K | $49K | 0.9% | |
| FHB | — | — | $47K | $49K | 0.9% | |
| FHB | — | — | $52K | $49K | 0.9% | |
| FHB | — | — | $47K | $49K | 0.8% | |
| FHB | — | — | $48K | $48K | 0.8% | |
| FHB | — | — | $48K | $48K | 0.8% | |
| FHB | — | — | $47K | $48K | 0.8% | |
| FHB | — | — | $45K | $45K | 0.8% | |
| FHB | — | — | $27K | $29K | 0.5% | |
| FHB | — | — | $22K | $23K | 0.4% |