Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Hawaii Glaziers Retiree Health Reim. Fund
- Sponsor EIN: 320463348
- Sponsor Address: 1141 HARBOR BAY PARKWAY STE100, ALAMEDA, CA, 94502
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 338
- Total Assets: $4.9M
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 | 338 | $4.9M | $546,443 | $0 |
| 2023 | 215 | $4.3M | $520,229 | $0 |
| 2022 | 243 | $3.6M | $520,484 | $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 |
|---|---|---|---|---|
| GROUP PLAN ADMINISTRATORS, INC. | Other Service Provider | $20,942 | — | $20,942 |
| FIRST HAWAIIAN BANK | Other Service Provider | $20,909 | — | $20,909 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $12,692 | — | $12,692 |
| MC GROUP HAWAII, INC. | Auditor | $7,853 | — | $7,853 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MC GROUP HAWAII, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,396
- Estimated Expense Ratio: 1.272% 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 | $67,363 | — | $33,634 | $7,853 | — |
| 2023 | $57,977 | — | $31,414 | $5,236 | — |
| 2022 | $53,877 | $13,375 | $31,414 | — | $5,429 |