# Board Of Trustees, Hawaii Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-hawaii-health-welfare-trust-fund-946182984-501

> Board Of Trustees, Hawaii Health & Welfare Trust Fund's Health & Welfare plan: 2,073 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Hawaii Health & Welfare Trust Fund

- **Sponsor EIN:** 946182984

- **Sponsor Address:** 1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA, 94502

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,073

- **Total Assets:** $70.9M

## 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|2,073|$70.9M|$31.3M|$22,883|

| 2023|1,815|$66.8M|$28.0M|$87,837|

| 2022|1,587|$60.1M|$25.9M|$76,288|

## 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|

| HAWAII MEDICAL SERVICE ASSOCIATION|Other Service Provider|$2,312,520|—|$2,312,520|

| ZENITH AMERICAN SOLUTIONS INC.|Other Service Provider|$275,054|—|$275,054|

| MULTI-PLAN SERVICES AGENCY INC.|Other Service Provider|$155,789|—|$155,789|

| SSI INVESTMENT MANAGEMENT|Other Service Provider|$111,072|$2,002|$113,074|

| THE SEGAL COMPANY|Recordkeeper|$75,461|—|$75,461|

| SALTZMAN & JOHNSON|Other Service Provider|$56,095|—|$56,095|

| OAKHURST CAPITAL MGMT|Other Service Provider|$46,907|—|$46,907|

| PHARMACY BENEFIT SOLUTIONS INC|Other Service Provider|$44,000|—|$44,000|

| MCMORGAN & COMPANY|Other Service Provider|$35,811|—|$35,811|

| MILLER KAPLAN ARASE LLP|Auditor|$31,000|—|$31,000|

| FIRST HAWAIIAN BANK|Other Service Provider|$28,974|—|$28,974|

| RAYMOND JAMES|Other Service Provider|$20,000|—|$20,000|

| ASSISTANCE RECOVERY PROGRAM|Other Service Provider|$15,000|—|$15,000|

### 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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,209,685

- **Estimated Expense Ratio:** 4.524% 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|$3,327,702|$242,763|$275,054|$31,000|—|

| 2023|$1,886,222|$233,007|$240,932|$29,055|—|

| 2022|$1,810,975|$209,106|$1,055,398|—|$243,733|

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