# Board Of Trustees, Ufcw - Hawaii Food Employers Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-hawaii-food-employers-010757287-501

> Board Of Trustees, Ufcw - Hawaii Food Employers's Health & Welfare plan: 1,783 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Ufcw - Hawaii Food Employers

- **Sponsor EIN:** 010757287

- **Sponsor Address:** 1055 PARK VIEW DR STE 111, COVINA, CA, 91724

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,783

- **Total Assets:** $23.1M

## 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|1,783|$23.1M|$19.9M|$355,720|

| 2023|1,848|$18.8M|$20.5M|$233,251|

| 2022|1,863|$14.9M|$18.6M|$289,233|

## 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|

| HMA, INC.|Other Service Provider|$423,197|—|$423,197|

| HAWAII BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$179,784|—|$179,784|

| MCCRAKEN, STEMERMAN & HOLSBERRY|Other Service Provider|$102,974|—|$102,974|

| RAEL & LETSON|Other Service Provider|$79,490|—|$79,490|

| HAWAII DENTAL SERVICES|Other Service Provider|$50,669|—|$50,669|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$45,237|—|$45,237|

| MILLER KAPLAN ARASE LLP|Auditor|$39,800|—|$39,800|

| BANK OF HAWAII|Other Service Provider|$16,567|—|$16,567|

| HAWAII COMMUNITY HEALTH ALLIANCE|Other Service Provider|$9,110|—|$9,110|

| FIRST HAWAIIAN BANK|Other Service Provider|$7,959|$228|$8,187|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $955,015

- **Estimated Expense Ratio:** 4.130% 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|$1,099,498|$16,567|$707,939|$39,800|—|

| 2023|$1,146,569|$15,992|$178,019|$29,500|—|

| 2022|$1,112,988|$14,534|$645,440|—|$298,427|

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