# Board Of Trustees Of Ilwu Local 142 General Health & Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-ilwu-local-142-general-health-welfare-270456048-501

> Board Of Trustees Of Ilwu Local 142 General Health & Welfare's Health & Welfare plan: 609 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Ilwu Local 142 General Health & Welfare

- **Sponsor EIN:** 270456048

- **Sponsor Address:** 1440 KAPIOLANI BLVD SUITE 800, HONOLULU, HI, 96814

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 609

- **Total Assets:** $15.5M

## 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|609|$15.5M|$8.1M|$3,818|

| 2023|564|$14.0M|$7.5M|$35,027|

| 2022|579|$9.4M|$8.2M|$35,693|

## 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|

| BENEFIT PLAN SOLUTIONS, INC.|Other Service Provider|$79,439|—|$79,439|

| PACIFIC ADMINISTRATORS, INC.|Other Service Provider|$78,477|—|$78,477|

| SINGERLEWAK, LLP|Auditor|$26,963|—|$26,963|

| HUDSON EDGE INVESTMENT PARTNERS INC|Other Service Provider|$21,765|—|$21,765|

| HAWAII DENTAL SERVICE|Other Service Provider|$16,676|—|$16,676|

| EXPRESS SCRIPTS|Other Service Provider|$15,754|—|$15,754|

| CHIROPLAN HAWAII, INC.|Other Service Provider|$12,898|—|$12,898|

| FIRST HAWAIIAN BANK|Other Service Provider|$9,891|$834|$10,725|

| YEE & KAWASHIMA, LLLP|ERISA Attorney|$10,085|—|$10,085|

| WELLS FARGO ADVISORS|Other Service Provider|$7,292|—|$7,292|

### 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

- [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:** $280,074

- **Estimated Expense Ratio:** 1.806% 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|$309,961|$38,948|$78,477|$26,963|—|

| 2023|$265,216|$31,028|$71,568|$26,178|—|

| 2022|$258,019|$31,288|$76,909|—|$108,258|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-ilwu-local-142-general-health-welfare-270456048-501)

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