Plan Snapshot
- Plan Sponsor: Afl Hotel & Restaurant Workers Health & Welfare Plan
- Sponsor EIN: 996008823
- Sponsor Address: 560 N. NIMITZ HWY, SUITE 209, HONOLULU, HI, 96817
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 8,197
- Total Assets: $197.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8,197 | $197.5M | $152.3M | $351,615 |
| 2023 | 7,977 | $160.7M | $144.2M | $296,549 |
| 2022 | 8,851 | $124.3M | $127.8M | $534,960 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PACIFIC SOUTHWEST ADMINISTRATORS | Other Service Provider | $2,115,873 | — | $2,115,873 |
| BENEFIT & RISK MGMT SVCS | Other Service Provider | $921,538 | — | $921,538 |
| HAWAII DENTAL SERVICE | Other Service Provider | $340,049 | — | $340,049 |
| RAEL & LETSON | Other Service Provider | $327,405 | — | $327,405 |
| FIRST HAWAIIAN BANK | Other Service Provider | $294,198 | — | $294,198 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $208,622 | — | $208,622 |
| HAWAII COMMUNITY HEALTH ALLIANCE | Other Service Provider | $159,393 | — | $159,393 |
| PROVIDER NETWORK OF AMERICA | Other Service Provider | $126,330 | — | $126,330 |
| CHIROPLAN HAWAII, INC | Other Service Provider | $90,239 | — | $90,239 |
| MCCRACKEN, STEMERMAN & HOLSBERRY, L | Other Service Provider | $73,504 | — | $73,504 |
| STERLING ADMINISTRATION | Other Service Provider | $60,000 | — | $60,000 |
| THE SEGAL COMPANY | Recordkeeper | $56,676 | — | $56,676 |
| HORIZON ACTUARIAL SERVICES | Other Service Provider | $56,529 | — | $56,529 |
| SINGERLEWAK LLP | Auditor | $53,741 | — | $53,741 |
| SEGAL MARCO ADVISORS | Other Service Provider | $42,959 | — | $42,959 |
| NAKASHIMA CHING LLC | Other Service Provider | $19,091 | — | $19,091 |
| PINEBRIDGE INVESTMENTS | Other Service Provider | — | $17,836 | $17,836 |
| VOYA INVESTMENT TRUST COMPANY | Other Service Provider | — | $14,718 | $14,718 |
| FRSECURE LLC | Other Service Provider | $11,883 | — | $11,883 |
| YEE & KAWASHIMA LLLP | ERISA Attorney | $8,589 | — | $8,589 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE SEGAL COMPANY — Recordkeeper
- SINGERLEWAK LLP — Auditor
- YEE & KAWASHIMA LLLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,999,173
- Estimated Expense Ratio: 2.532% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,088,547 | $288,604 | $3,931,804 | $53,741 | — |
| 2023 | $4,440,027 | $203,412 | $3,552,297 | $51,890 | — |
| 2022 | $3,980,051 | $171,924 | $3,176,124 | — | $477,207 |