# Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-hawaii-tapers-retiree-health-reimbursement-fund-813361137-501

> Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund's 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Hawaii Tapers Retiree Health Reimbursement Fund

- **Sponsor EIN:** 813361137

- **Sponsor Address:** 560 N NIMITZ HWY, SUITE 209, HONOLULU, HI, 96817

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 371

- **Total Assets:** $10.5M

## 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|371|$10.5M|$1.9M|$0|

| 2023|381|$8.4M|$1.6M|$0|

| 2022|426|$6.7M|$1.5M|$0|

## 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|

| FIRST HAWAIIAN BANK|Other Service Provider|$25,652|—|$25,652|

| GROUP PLAN ADMINISTRATORS|Other Service Provider|$23,560|—|$23,560|

| BENEFIT RISK MANAGEMENT SERVICES|Other Service Provider|$7,853|—|$7,853|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,065

- **Estimated Expense Ratio:** 0.545% 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|$68,740|$25,652|$26,701|—|—|

| 2023|$60,964|$12,633|$25,131|$10,995|—|

| 2022|$59,476|$12,722|$25,131|—|$10,270|

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