# Board Of Trustees Of Masons Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-masons-health-welfare-trust-fund-996014747-501

> Board Of Trustees Of Masons Health & Welfare Trust Fund's Health & Welfare plan: 665 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 996014747

- **Sponsor Address:** 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 665

- **Total Assets:** $15.0M

## 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|665|$15.0M|$14.4M|$747,183|

| 2023|715|$13.6M|$14.3M|$844,002|

| 2022|738|$13.2M|$14.6M|$864,444|

## 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|

| NATIONAL BENEFITS ADMINISTRATORS|Other Service Provider|$394,767|—|$394,767|

| BENEFIT & RISK MANAGEMENT SERVICES|Other Service Provider|$388,952|—|$388,952|

| SINGERLEWAK|Auditor|$118,964|—|$118,964|

| HAWAII DENTAL SERVICE|Other Service Provider|$84,406|—|$84,406|

| YOSHIDA & ASSOCIATES|Other Service Provider|$63,521|—|$63,521|

| FIRST HAWAIIAN BANK|Other Service Provider|$18,613|—|$18,613|

| VISION SERVICE PLAN|Other Service Provider|$16,508|—|$16,508|

| OAKHURST CAPITAL MANAGEMENT|Other Service Provider|$11,124|—|$11,124|

| RAYMOND JAMES & ASSOCIATES|Recordkeeper|$11,053|—|$11,053|

| SSI INVESTMENT MANAGEMENT|Other Service Provider|$10,398|—|$10,398|

### Verified Provider Profiles

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

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

- [RAYMOND JAMES & ASSOCIATES](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,118,306

- **Estimated Expense Ratio:** 7.464% 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|$1,229,974|$60,062|$388,952|$118,964|—|

| 2023|$1,048,180|$55,850|$373,474|$38,220|—|

| 2022|$947,416|$47,549|—|—|$486,722|

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