# Board Of Trustees Of Hawaii Tapers Health And Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-hawaii-tapers-health-and-welfare-plan-990213908-501

> Board Of Trustees Of Hawaii Tapers Health And Welfare Plan's Health & Welfare plan: 324 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Hawaii Tapers Health And Welfare Plan

- **Sponsor EIN:** 990213908

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 324

- **Total Assets:** $16.0M

## 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|324|$16.0M|$4.8M|$41,330|

| 2023|295|$13.6M|$4.5M|$53,670|

| 2022|272|$12.3M|$4.4M|$56,251|

## 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|

| GROUP PLAN ADMINISTRATORS|Other Service Provider|$59,560|—|$59,560|

| BENEFIT RISK MANAGEMENT SERVICES|Other Service Provider|$20,805|—|$20,805|

| SINGERLEWAK LLP|Auditor|$20,368|—|$20,368|

| THE SEGAL COMPANY|Recordkeeper|$18,562|—|$18,562|

| FIRST HAWAIIAN BANK|Other Service Provider|$8,928|$755|$9,683|

| SEGAL MARCO ADVISORS|Other Service Provider|$7,219|—|$7,219|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,197

- **Estimated Expense Ratio:** 0.851% 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|$154,185|$15,350|$64,495|$20,368|—|

| 2023|$140,047|$24,948|$58,253|$19,214|—|

| 2022|$145,431|$15,859|$58,253|—|$59,502|

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