# Afl Hotel & Restaurant Workers Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/afl-hotel-restaurant-workers-health-welfare-plan-996008823-501

> Afl Hotel & Restaurant Workers Health & Welfare Plan's Health & Welfare plan: 8,197 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [SINGERLEWAK LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

- [YEE & KAWASHIMA LLLP](https://planprovider.pro/provider/yee-and-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|

## Similar Plans

- [Board Of Trustees Of The Hotel Union & Hotel Industry Of Hawaii Pensio](https://planprovider.pro/companies/board-of-trustees-of-the-hotel-union-hotel-industry-of-hawaii-pensio-plan) — 7,636 participants

- [Hotel 401(K) Retirement Savings Plan](https://planprovider.pro/companies/hotel-401-k-retirement-savings-plan-plan) — 7,334 participants

- [Board Of Trustees Of The Hotel Industry-Ilwu Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-the-hotel-industry-ilwu-pension-plan-plan) — 6,605 participants

- [Outrigger Hotels Hawaii](https://planprovider.pro/companies/outrigger-hotels-hawaii-401k-plan) — 1,577 participants

- [Kawailoa Development LLP](https://planprovider.pro/companies/kawailoa-development-llp-990313071-518) — 894 participants

- [Prince Resorts Hawaii, INC.](https://planprovider.pro/companies/prince-resorts-hawaii-inc-990346178-501) — 851 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/afl-hotel-restaurant-workers-health-welfare-plan-996008823-501)

© 2026 PlanProvider.Pro