# Board Of Trustees, Ufcw - Hawaii Food Employers Health Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ufcw-hawaii-food-employers-health-010757287-502

> Board Of Trustees, Ufcw - Hawaii Food Employers Health's Health & Welfare plan: 199 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 010757287

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 199

- **Total Assets:** $3.6M

## 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|199|$3.6M|$2.2M|$209,035|

| 2023|201|$2.7M|$2.1M|$0|

| 2022|208|$2.1M|$1.8M|$187,373|

## 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|

| HAWAII BENEFIT ADMINISTRATORS, INC.|Other Service Provider|$40,167|—|$40,167|

| RAEL & LETSON|Other Service Provider|$16,199|—|$16,199|

| MILLER KAPLAN ARASE LLP|Auditor|$16,000|—|$16,000|

| HMA, INC.|Other Service Provider|$11,046|—|$11,046|

| MCCRAKEN, STEMERMAN & HOLSBERRY|Other Service Provider|$7,335|—|$7,335|

### 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:** $90,747

- **Estimated Expense Ratio:** 2.487% 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|$103,293|$606|$51,390|$16,000|—|

| 2023|$110,925|$573|$38,815|$16,000|—|

| 2022|$129,870|$566|$47,963|—|$66,323|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ufcw-hawaii-food-employers-health-010757287-502)

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