Back to filter
Original filing (PDF)20250613163951NAL0051676482002
HAWAII CARPENTERS VACATION & HOLIDAY FUND
Form 5500
FILING_RECEIVED
HAWAII CARPENTERS VACATION & HOLIDAY FUND
Health & welfare plan
Signals · 2
~196 bps in Sched C feesNo recordkeeper disclosed
Active participants
4,762
Accounts w/ balance
—
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
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
- 196 bps in Schedule C fees — 575% above peer band of 29 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 CARPENTERS VACATION & HOLIDAY FUND.
Plan sponsor
Name
HAWAII CARPENTERS VACATION & HOLIDAY FUND
EIN
99-6025504
Address
200 N. VINEYARD BLVD, STE 100 · HONOLULU, HI · 96817
Phone
(808) 841-7575
Industry
Constructionsee 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
2025-06-13
Welfare benefit codes
4Q · Other
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAWAII BENEFIT ADMINISTRATORS INC | 99-0329747 | — | NONE | $260K | — |
| EIDE BAILLY LLP | 45-0250958 | — | NONE | $18K | — |
| RAYMOND JAMES & ASSOCIATES | — | HONOLULU, HI | NONE | $8K | — |
| SEGAL | 13-2619159 | — | NONE | $7K | — |
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.